Resources Investment Advisors, Llc. Dimensional ETF Tr Natl Mun Bd Transaction History
Resources Investment Advisors, Llc.
- $8.43 Billion
- Q3 2024
A detailed history of Resources Investment Advisors, Llc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 39,228 shares of DFNM stock, worth $1.88 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
39,228
Previous 39,412
0.47%
Holding current value
$1.88 Million
Previous $1.88 Million
1.17%
% of portfolio
0.02%
Previous 0.02%
Shares
4 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$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio