Silicon Hills Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Silicon Hills Wealth Management, LLC
- $176 Million
- Q2 2023
A detailed history of Silicon Hills Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Silicon Hills Wealth Management, LLC holds 79,316 shares of DFNM stock, worth $3.76 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
79,316
Previous 92,371
14.13%
Holding current value
$3.76 Million
Previous $4.46 Million
15.35%
% of portfolio
2.14%
Previous 2.69%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
248Shares Held
27.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio