Betterment LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Betterment LLC
- $38.6 Billion
- Q2 2024
A detailed history of Betterment LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Betterment LLC holds 9,380 shares of DFNM stock, worth $454,273. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,380
Previous 6,827
37.4%
Holding current value
$454,273
Previous $328,000
36.59%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.1 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio