Gps Wealth Strategies Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Gps Wealth Strategies Group, LLC
- $726 Million
- Q3 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 $176,543. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,705
Previous 3,705
-0.0%
Holding current value
$176,543
Previous $176,000
1.7%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
204Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$124 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.9 Million4.9% of portfolio