Gps Wealth Strategies Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Gps Wealth Strategies Group, LLC
- $747 Million
- Q4 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 $177,914. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,705
Previous 3,705
-0.0%
Holding current value
$177,914
Previous $179,000
1.12%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio