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 $3.81 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
79,316
Previous 92,371
14.13%
Holding current value
$3.81 Million
Previous $4.46 Million
15.35%
% of portfolio
2.14%
Previous 2.69%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.4 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio