Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Di Nuzzo Private Wealth, Inc.
- $634 Million
- Q3 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 52,832 shares of DFNM stock, worth $2.52 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
52,832
Previous 43,607
21.15%
Holding current value
$2.52 Million
Previous $2.08 Million
23.09%
% of portfolio
0.4%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio