White Wing Wealth Management Dimensional ETF Tr Natl Mun Bd Transaction History
White Wing Wealth Management
- $121 Million
- Q1 2024
A detailed history of White Wing Wealth Management transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, White Wing Wealth Management holds 23,054 shares of DFNM stock, worth $1.11 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
23,054
Previous 17,325
33.07%
Holding current value
$1.11 Million
Previous $840,000
31.9%
% of portfolio
0.92%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
176Shares Held
20.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.4 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.8 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.4 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio