Howe & Rusling Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Howe & Rusling Inc
- $1.09 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
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Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58.1 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.8 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL885KShares$43 Million1.92% of portfolio