Goepper Burkhardt LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Goepper Burkhardt LLC
- $240 Million
- Q3 2024
Shares
1 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
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First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio