Red Lighthouse Investment Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Red Lighthouse Investment Management, LLC
- $253 Billion
- Q4 2024
A detailed history of Red Lighthouse Investment Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Red Lighthouse Investment Management, LLC holds 6,839 shares of DFNM stock, worth $329,776. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,839
Previous 6,673
2.49%
Holding current value
$329,776
Previous $324 Million
0.86%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
237Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55.2 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