Dopkins Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Dopkins Wealth Management, LLC
- $120 Million
- Q3 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 4,112 shares of DFNM stock, worth $196,718. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,112Holding current value
$196,718% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.2 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57.1 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.8 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio