Buckingham Strategic Wealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 1,196,198 shares of DFNM stock, worth $57.3 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
1,196,198
Previous 923,790
29.49%
Holding current value
$57.3 Million
Previous $44.4 Million
28.63%
% of portfolio
0.64%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
211Shares Held
27.1MCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH3.94MShares$189 Million11.52% of portfolio
-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio