Betterment LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Betterment LLC
- $41.6 Billion
- Q3 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 9,035 shares of DFNM stock, worth $434,493. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,035
Previous 9,380
3.68%
Holding current value
$434,493
Previous $448,000
2.23%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.4 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio