Wealthstream Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 12,647 shares of DFNM stock, worth $600,226. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,647
Previous 11,624
8.8%
Holding current value
$600,226
Previous $564,000
7.09%
% of portfolio
0.12%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
239Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.3 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.8 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio