Red Lighthouse Investment Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Red Lighthouse Investment Management, LLC
- $256 Billion
- Q3 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 6,673 shares of DFNM stock, worth $318,435. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,673
Previous 6,377
4.64%
Holding current value
$318,435
Previous $305 Million
6.33%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio