Wheelhouse Advisory Group LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Wheelhouse Advisory Group LLC

  • $168 Billion
  • Q4 2024

A detailed history of Wheelhouse Advisory Group LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 41,060 shares of DFNM stock, worth $1.96 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
41,060
Previous 14,631 180.64%
Holding current value
$1.96 Million
Previous $710 Million 176.18%
% of portfolio
1.16%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$47.65 - $48.6 $1.26 Million - $1.28 Million
26,429 Added 180.64%
41,060 $1.96 Billion
Q3 2024

Oct 29, 2024
BUY
$47.7 - $48.54 $697,898 - $710,188
14,631 New
14,631 $710 Million

Others Institutions Holding DFNM

# of Institutions
207
Shares Held
22.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Wheelhouse Advisory Group LLC Portfolio

Follow Wheelhouse Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email