New Edge Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
New Edge Advisors, LLC
- $13.5 Billion
- Q2 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 9,243 shares of DFNM stock, worth $442,739. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,243
Previous 11,773
21.49%
Holding current value
$442,739
Previous $566,000
22.08%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
184Shares Held
21MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.4 Million1.92% of portfolio