Dopkins Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Dopkins Wealth Management, LLC
- $189 Million
- Q4 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 57,559 shares of DFNM stock, worth $2.77 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
57,559
Previous 4,112
1299.78%
Holding current value
$2.77 Million
Previous $199,000
1281.91%
% of portfolio
1.46%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
237Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% 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, IL1.01MShares$48.4 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio