Dynamic Advisor Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Dynamic Advisor Solutions LLC
- $3.12 Billion
- Q2 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 11,649 shares of DFNM stock, worth $564,161. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,649
Previous 11,630
0.16%
Holding current value
$564,161
Previous $559,000
0.54%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.1 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio