Gps Wealth Strategies Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Gps Wealth Strategies Group, LLC
- $705 Million
- Q1 2025
A detailed history of Gps Wealth Strategies Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 3,705 shares of DFNM stock, worth $174,950. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,705
Previous 3,705
-0.0%
Holding current value
$174,950
Previous $177,000
1.13%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
27.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio