Wealthcare Advisory Partners LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Wealthcare Advisory Partners LLC
- $4.19 Billion
- Q2 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 14,483 shares of DFNM stock, worth $687,508. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,483
Previous 14,367
0.81%
Holding current value
$687,508
Previous $682,000
0.59%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$125 Million3.2% 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, IL862KShares$40.9 Million1.71% of portfolio