Ae Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
Shares
3 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
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.9 Million4.9% of portfolio