White Wing Wealth Management Dimensional ETF Tr Natl Mun Bd Transaction History
White Wing Wealth Management
- $123 Million
- Q2 2024
A detailed history of White Wing Wealth Management transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, White Wing Wealth Management holds 27,331 shares of DFNM stock, worth $1.32 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
27,331
Previous 23,054
18.55%
Holding current value
$1.32 Million
Previous $1.11 Million
17.78%
% of portfolio
1.06%
Previous 0.92%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio