Eldridge Investment Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Eldridge Investment Advisors, Inc.
- $397 Million
- Q2 2024
A detailed history of Eldridge Investment Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 22,080 shares of DFNM stock, worth $1.07 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
22,080
Previous 26,121
15.47%
Holding current value
$1.07 Million
Previous $1.26 Million
16.0%
% of portfolio
0.27%
Previous 0.32%
Shares
9 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$58.1 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$43 Million1.92% of portfolio