Beta Wealth Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Beta Wealth Group, Inc.
- $189 Million
- Q1 2024
A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 8,509 shares of DFNM stock, worth $406,474. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,509
Previous 7,564
12.49%
Holding current value
$406,474
Previous $366,000
11.75%
% of portfolio
0.22%
Previous 0.21%
Shares
5 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