Wescott Financial Advisory Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 90,704 shares of DFNM stock, worth $4.33 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
90,704
Previous 90,664
0.04%
Holding current value
$4.33 Million
Previous $4.33 Million
1.64%
% of portfolio
0.54%
Previous 0.57%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
207Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.8 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio