Laurel Wealth Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Laurel Wealth Advisors, Inc.
- $1.01 Billion
- Q4 2022
A detailed history of Laurel Wealth Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 11,708 shares of DFNM stock, worth $564,091. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,708
              Previous 7,964
              
        
           47.01%
        
      
          
        Holding current value
$564,091
            Previous $371,000
            
        
           50.94%
        
      
          
        % of portfolio
0.06%
            Previous 0.04%
          
        Shares
	  5 transactions
	
  Others Institutions Holding DFNM
# of Institutions
252Shares Held
28.6MCall Options Held
0Put Options Held
0- 
    
      Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
- 
    
      Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
- 
    
      First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
- 
    
      Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio