Financial Engines Advisors L.L.C. Dimensional ETF Tr Natl Mun Bd Transaction History
Financial Engines Advisors L.L.C.
- $47.4 Billion
- Q4 2024
A detailed history of Financial Engines Advisors L.L.C. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 59,336 shares of DFNM stock, worth $2.85 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
59,336
Previous 29,668
100.0%
Holding current value
$2.85 Million
Previous $1.44 Million
96.88%
% of portfolio
0.01%
Previous 0.0%
Shares
2 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$57.5 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