Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Di Nuzzo Private Wealth, Inc.
- $579 Million
- Q2 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 43,607 shares of DFNM stock, worth $2.12 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
43,607
Previous 39,907
9.27%
Holding current value
$2.12 Million
Previous $1.92 Million
8.55%
% of portfolio
0.36%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.9 Million1.92% of portfolio