Ifp Advisors, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Ifp Advisors, Inc
- $2.42 Billion
- Q2 2024
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ifp Advisors, Inc holds 690 shares of DFNM stock, worth $33,182. This represents 0.0% of its overall portfolio holdings.
Number of Shares
690
Previous 626
10.22%
Holding current value
$33,182
Previous $30,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.4 Million2.25% 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