United Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
United Wealth Management, LLC
- $297 Billion
- Q4 2024
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, United Wealth Management, LLC holds 96,271 shares of DFNM stock, worth $4.63 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
96,271Holding current value
$4.63 Million% of portfolio
1.55%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
221Shares Held
24.2MCall 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$57.5 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio