Thrive Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Thrive Wealth Management, LLC
- $541 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
184Shares Held
21MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
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First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL885KShares$42.4 Million1.92% of portfolio