Spring Vest Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 11,374 shares of DFNM stock, worth $545,610. This represents 0.47% of its overall portfolio holdings.
Number of Shares
11,374Holding current value
$545,610% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
238Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
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First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio