B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
B.O.S.S. Retirement Advisors, LLC
- $497 Billion
- Q3 2024
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 4,509 shares of DFNM stock, worth $215,800. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,509Holding current value
$215,800% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
185Shares Held
21.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.1 Million2.25% of portfolio
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First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL885KShares$42.3 Million1.92% of portfolio