Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Natl Mun Bd Transaction History
Strategic Investment Solutions, Inc. /Il
- $576 Billion
- Q4 2023
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 28,004 shares of DFNM stock, worth $1.34 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
28,004
Previous 203,515
86.24%
Holding current value
$1.34 Million
Previous $9.64 Billion
85.91%
% of portfolio
0.24%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
172Shares Held
20.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.1 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.6 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.2 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio