Eldridge Investment Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Eldridge Investment Advisors, Inc.
- $430 Million
- Q4 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 14,156 shares of DFNM stock, worth $682,602. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,156
Previous 16,101
12.08%
Holding current value
$682,602
Previous $782,000
13.55%
% of portfolio
0.16%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
237Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55.2 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.5 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio