Austin Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Austin Wealth Management, LLC
- $456 Billion
- Q3 2024
A detailed history of Austin Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Austin Wealth Management, LLC holds 588,429 shares of DFNM stock, worth $28.1 Million. This represents 6.27% of its overall portfolio holdings.
Number of Shares
588,429
Previous 564,237
4.29%
Holding current value
$28.1 Million
Previous $27.1 Billion
5.38%
% of portfolio
6.27%
Previous 6.35%
Shares
5 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
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio