Dynamic Advisor Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 11,641 shares of DFNM stock, worth $554,810. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,641
Previous 11,649
0.07%
Holding current value
$554,810
Previous $556,000
1.62%
% of portfolio
0.02%
Previous 0.02%
Shares
10 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