Sjs Investment Consulting Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Sjs Investment Consulting Inc.
- $540 Million
- Q4 2024
A detailed history of Sjs Investment Consulting Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sjs Investment Consulting Inc. holds 1,744 shares of DFNM stock, worth $83,886. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,744
Previous 1,730
0.81%
Holding current value
$83,886
Previous $83,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
215Shares Held
23.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio