Wealthcare Advisory Partners LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Wealthcare Advisory Partners LLC
- $3.54 Billion
- Q1 2025
A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 14,367 shares of DFNM stock, worth $678,266. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,367Holding current value
$678,266% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
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First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio