High Tower Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
High Tower Advisors, LLC
- $71.6 Billion
- Q4 2024
A detailed history of High Tower Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, High Tower Advisors, LLC holds 350,658 shares of DFNM stock, worth $16.9 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
350,658
Previous 236,422
48.32%
Holding current value
$16.9 Million
Previous $11.5 Million
46.0%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
218Shares Held
23.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio