Meredith Wealth Planning Dimensional ETF Tr Natl Mun Bd Transaction History
Meredith Wealth Planning
- $224 Billion
- Q4 2024
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Meredith Wealth Planning holds 6,240 shares of DFNM stock, worth $299,083. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,240
Previous 6,183
0.92%
Holding current value
$299,083
Previous $300 Million
0.68%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
213Shares Held
23.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio