Vestia Personal Wealth Advisors Dimensional ETF Tr Natl Mun Bd Transaction History
Vestia Personal Wealth Advisors
- $93.7 Billion
- Q2 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 52,195 shares of DFNM stock, worth $2.5 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
52,195Holding current value
$2.5 Million% of portfolio
2.66%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
181Shares Held
21MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
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First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL885KShares$42.4 Million1.92% of portfolio