Wheelhouse Advisory Group LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Wheelhouse Advisory Group LLC
- $155 Billion
- Q3 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 14,631 shares of DFNM stock, worth $697,752. This represents 0.46% of its overall portfolio holdings.
Number of Shares
14,631Holding current value
$697,752% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio