Wp Wealth LLP Dimensional ETF Tr Natl Mun Bd Transaction History
Wp Wealth LLP
- $482 Billion
- Q3 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wp Wealth LLP holds 22,202 shares of DFNM stock, worth $1.06 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
22,202
Previous 22,541
1.5%
Holding current value
$1.06 Million
Previous $1.08 Billion
0.08%
% of portfolio
0.22%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 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$43 Million4.9% of portfolio