Wealthspan Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Wealthspan Partners, LLC
- $179 Million
- Q2 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wealthspan Partners, LLC holds 9,287 shares of DFNM stock, worth $449,305. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,287
Previous 15,034
38.23%
Holding current value
$449,305
Previous $722,000
38.64%
% of portfolio
0.25%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio