Mbl Wealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Mbl Wealth, LLC
- $833 Million
- Q2 2024
A detailed history of Mbl Wealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mbl Wealth, LLC holds 698,473 shares of DFNM stock, worth $33.8 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
698,473
Previous 689,738
1.27%
Holding current value
$33.8 Million
Previous $33.2 Million
0.59%
% of portfolio
4.01%
Previous 4.0%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio