Householder Group Estate & Retirement Specialist, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$46.44 - $47.81 $15,836 - $16,303	341 New	341 $15,000

Others Institutions Holding DFNM

# of Institutions

202

Shares Held

22.1M

Call Options Held

Put Options Held

Truepoint, Inc.

2.61M
Shares

$125 Million
3.47% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.1 Million
0.64% of portfolio
Foster Group, Inc.

1.19M
Shares

$57 Million
2.25% of portfolio
Geo Wealth Management, LLC Chicago, IL

958K
Shares

$45.7 Million
1.71% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43 Million
4.9% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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