Beta Wealth Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 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 9,589 shares of DFNM stock, worth $462,381. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,589
Previous 9,096
5.42%
Holding current value
$462,381
Previous $441,000
3.85%
% of portfolio
0.22%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
237Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55.2 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.5 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio