Hiley Hunt Wealth Management Dimensional ETF Tr Natl Mun Bd Transaction History
Hiley Hunt Wealth Management
- $180 Billion
- Q4 2024
A detailed history of Hiley Hunt Wealth Management transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Hiley Hunt Wealth Management holds 38,505 shares of DFNM stock, worth $1.84 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
38,505
Previous 32,071
20.06%
Holding current value
$1.84 Million
Previous $1.56 Billion
18.16%
% of portfolio
1.02%
Previous 0.89%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
203Shares Held
22.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio