Silicon Hills Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Silicon Hills Wealth Management, LLC
- $176 Million
- Q2 2023
A detailed history of Silicon Hills Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Silicon Hills Wealth Management, LLC holds 79,316 shares of DFNM stock, worth $3.8 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
79,316
Previous 92,371
14.13%
Holding current value
$3.8 Million
Previous $4.46 Million
15.35%
% of portfolio
2.14%
Previous 2.69%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
181Shares Held
21MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% 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
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.4 Million1.92% of portfolio