Firethorn Wealth Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Firethorn Wealth Partners, LLC
- $188 Million
- Q3 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 6,940 shares of DFNM stock, worth $331,176. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,940
Previous 8,407
17.45%
Holding current value
$331,176
Previous $401,000
16.21%
% of portfolio
0.18%
Previous 0.24%
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