Betterment LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Betterment LLC
- $41.6 Billion
- Q4 2024
A detailed history of Betterment LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Betterment LLC holds 9,667 shares of DFNM stock, worth $462,275. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,667
Previous 9,035
7.0%
Holding current value
$462,275
Previous $438,000
5.25%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
239Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$129 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.2 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.1 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio