Sjs Investment Consulting Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Sjs Investment Consulting Inc.
- $534 Million
- Q3 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 1,730 shares of DFNM stock, worth $83,195. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,730
Previous 1,568
10.33%
Holding current value
$83,195
Previous $74,000
12.16%
% of portfolio
0.02%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall 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.1.19MShares$57.4 Million2.25% 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