Eldridge Investment Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Eldridge Investment Advisors, Inc.
- $402 Million
- Q1 2025
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 12,102 shares of DFNM stock, worth $571,577. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,102
Previous 14,156
14.51%
Holding current value
$571,577
Previous $676,000
14.94%
% of portfolio
0.14%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio