Wescott Financial Advisory Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 90,138 shares of DFNM stock, worth $4.32 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
90,138
Previous 90,704
0.62%
Holding current value
$4.32 Million
Previous $4.4 Million
2.18%
% of portfolio
0.5%
Previous 0.54%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
223Shares Held
24.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$129 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio