Geo Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Geo Wealth Management, LLC
- $2.48 Billion
- Q1 2024
A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Geo Wealth Management, LLC holds 931,864 shares of DFNM stock, worth $44.5 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
931,864Holding current value
$44.5 Million% of portfolio
1.81%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60 Million3.0% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.1 Million0.5% of portfolio
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First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX841KShares$40.2 Million4.05% of portfolio