Investmark Advisory Group LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Investmark Advisory Group LLC
- $202 Million
- Q3 2024
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Investmark Advisory Group LLC holds 21,728 shares of DFNM stock, worth $1.04 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
21,728
Previous 21,728
-0.0%
Holding current value
$1.04 Million
Previous $1.04 Million
1.64%
% of portfolio
0.52%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 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$43 Million4.9% of portfolio