White Wing Wealth Management Dimensional ETF Tr Natl Mun Bd Transaction History
White Wing Wealth Management
- $128 Million
- Q3 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 29,052 shares of DFNM stock, worth $1.4 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
29,052
Previous 27,331
6.3%
Holding current value
$1.4 Million
Previous $1.31 Million
8.05%
% of portfolio
1.1%
Previous 1.06%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.3 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio