Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 488,958 shares of DFNM stock, worth $23.3 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
488,958
Previous 488,958
-0.0%
Holding current value
$23.3 Million
Previous $23.7 Million
1.57%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
203Shares Held
22.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$124 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.9 Million4.9% of portfolio