Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 383,826 shares of DFNM stock, worth $18.2 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
383,826
Previous 420,114
8.64%
Holding current value
$18.2 Million
Previous $20 Million
8.91%
% of portfolio
0.03%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
253Shares Held
27.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio