Envestnet Asset Management Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Envestnet Asset Management Inc holds 110,472 shares of DFNM stock, worth $5.27 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
110,472
Previous 100,954
9.43%
Holding current value
$5.27 Million
Previous $4.82 Million
11.2%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio