Sea Crest Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Sea Crest Wealth Management, LLC
- $852 Million
- Q1 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 4,986 shares of DFNM stock, worth $234,940. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,986
Previous 4,986
-0.0%
Holding current value
$234,940
Previous $238,000
0.84%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
241Shares Held
25.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$127 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.4 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio