Allworth Financial LP Dimensional ETF Tr Natl Mun Bd Transaction History
Allworth Financial LP
- $15.5 Billion
- Q2 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 96,298 shares of DFNM stock, worth $4.65 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
96,298
Previous 70,790
36.03%
Holding current value
$4.65 Million
Previous $3.4 Million
35.14%
% of portfolio
0.03%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
180Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.8 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.7 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio