David Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, David Wealth Management LLC holds 166,489 shares of DFNM stock, worth $7.98 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
166,489Holding current value
$7.98 Million% of portfolio
6.57%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
213Shares Held
27.3MCall 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
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Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio