Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Mosaic Family Wealth Partners, LLC
- $674 Billion
- Q3 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 4,139 shares of DFNM stock, worth $196,975. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,139Holding current value
$196,975% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
203Shares Held
22.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$124 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.9 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$56.8 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.6 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$42.9 Million4.9% of portfolio