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 $583,074. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,102
Previous 14,156
14.51%
Holding current value
$583,074
Previous $676,000
14.94%
% of portfolio
0.14%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
27.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio