Firethorn Wealth Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Firethorn Wealth Partners, LLC
- $169 Million
- Q2 2024
A detailed history of Firethorn Wealth Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 8,407 shares of DFNM stock, worth $408,243. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,407
Previous 9,367
10.25%
Holding current value
$408,243
Previous $450,000
10.89%
% of portfolio
0.24%
Previous 0.28%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
178Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58.1 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$43 Million1.92% of portfolio