David Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, David Wealth Management LLC holds 166,489 shares of DFNM stock, worth $8.01 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
166,489Holding current value
$8.01 Million% of portfolio
6.57%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
215Shares Held
23.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio