Meredith Wealth Planning Dimensional ETF Tr Natl Mun Bd Transaction History
Meredith Wealth Planning
- $191 Billion
- Q2 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 4,805 shares of DFNM stock, worth $233,090. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,805Holding current value
$233,090% of portfolio
0.12%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 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.7 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL885KShares$42.9 Million1.92% of portfolio