Parcion Private Wealth LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Parcion Private Wealth LLC
- $1.19 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
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First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.4 Million1.79% of portfolio