Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Di Nuzzo Private Wealth, Inc.
- $618 Million
- Q4 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 64,750 shares of DFNM stock, worth $3.1 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
64,750
Previous 52,832
22.56%
Holding current value
$3.1 Million
Previous $2.56 Million
20.63%
% of portfolio
0.5%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
209Shares Held
22.8MCall 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
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% 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