Wealthcare Advisory Partners LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Wealthcare Advisory Partners LLC
- $4.56 Billion
- Q3 2025
A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 24,035 shares of DFNM stock, worth $1.16 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
24,035
Previous 14,483
65.95%
Holding current value
$1.16 Million
Previous $686,000
68.08%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio