Wms Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Wms Partners, LLC
- $1.7 Billion
- Q3 2024
A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wms Partners, LLC holds 10,505 shares of DFNM stock, worth $505,290. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,505
Previous 10,505
-0.0%
Holding current value
$505,290
Previous $501,000
1.6%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
215Shares Held
23.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio