New Edge Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, New Edge Advisors, LLC holds 10,324 shares of DFNM stock, worth $497,100. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,324
Previous 8,306
24.3%
Holding current value
$497,100
Previous $403,000
22.33%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55.1 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.5 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio