Herold Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Herold Advisors, Inc.
- $423 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
185Shares Held
21.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.1 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL885KShares$42.3 Million1.92% of portfolio