Signature Estate & Investment Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$47.4 - $48.69 $4.44 Million - $4.56 Million	-93,706 Reduced 93.78%	6,212 $300,000
Q4 2022 Jan 11, 2023	BUY	$46.51 - $48.03 $4.65 Million - $4.8 Million	99,918 New	99,918 $4.78 Million

Others Institutions Holding DFNM

# of Institutions

207

Shares Held

22.6M

Call Options Held

Put Options Held

Truepoint, Inc.

2.61M
Shares

$125 Million
3.47% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.1 Million
0.64% of portfolio
Foster Group, Inc.

1.14M
Shares

$54.7 Million
2.17% of portfolio
Geo Wealth Management, LLC Chicago, IL

958K
Shares

$45.8 Million
1.71% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43 Million
4.9% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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