Geo Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Geo Wealth Management, LLC
- $2.33 Billion
- Q1 2025
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 879,000 shares of DFNM stock, worth $41.7 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
879,000
Previous 1,006,570
12.67%
Holding current value
$41.7 Million
Previous $48.1 Million
13.06%
% of portfolio
1.79%
Previous 1.65%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
253Shares Held
27.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX803KShares$38.1 Million3.48% of portfolio