Buckingham Strategic Wealth, LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFNM

# of Institutions

211

Shares Held

27.1M

Call Options Held

0

Put Options Held

0

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

3.94M
Shares

$189 Million
11.52% of portfolio
Truepoint, Inc.

2.61M
Shares

$125 Million
3.47% of portfolio
Foster Group, Inc.

1.14M
Shares

$54.8 Million
2.17% of portfolio
Geo Wealth Management, LLC Chicago, IL

958K
Shares

$45.9 Million
1.71% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.2 Million
4.9% of portfolio

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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