Allworth Financial LP Dimensional ETF Tr Natl Mun Bd Transaction History
Allworth Financial LP
- $14 Billion
- Q1 2024
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Allworth Financial LP holds 70,790 shares of DFNM stock, worth $3.38 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
70,790
Previous 73,062
3.11%
Holding current value
$3.38 Million
Previous $3.54 Million
3.95%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.5 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.1 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio