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 $1.06 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
22,080
Previous 26,121
15.47%
Holding current value
$1.06 Million
Previous $1.26 Million
16.0%
% of portfolio
0.27%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
185Shares Held
21.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.1 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.3 Million1.92% of portfolio