Gps Wealth Strategies Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Gps Wealth Strategies Group, LLC
- $653 Million
- Q2 2024
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 $179,062. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,705
Previous 3,705
-0.0%
Holding current value
$179,062
Previous $178,000
1.12%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
180Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.8 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.7 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio