Envestnet Asset Management Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Envestnet Asset Management Inc holds 116,435 shares of DFNM stock, worth $5.59 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
116,435
Previous 110,472
5.4%
Holding current value
$5.59 Million
Previous $5.36 Million
3.75%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio