Main Street Financial Solutions, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Main Street Financial Solutions, LLC
- $1.03 Billion
- Q4 2024
A detailed history of Main Street Financial Solutions, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Main Street Financial Solutions, LLC holds 21,082 shares of DFNM stock, worth $1.01 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
21,082
Previous 20,807
1.32%
Holding current value
$1.01 Million
Previous $1.01 Million
0.2%
% of portfolio
0.1%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
237Shares Held
25MCall 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