Wealthstream Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Wealthstream Advisors, Inc.
- $263 Million
- Q2 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 11,624 shares of DFNM stock, worth $564,461. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,624
Previous 10,892
6.72%
Holding current value
$564,461
Previous $523,000
6.12%
% of portfolio
0.21%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58.1 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$43 Million1.92% of portfolio