Rcs Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Rcs Financial Planning, LLC
- $170 Billion
- Q2 2024
A detailed history of Rcs Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 8,242 shares of DFNM stock, worth $399,819. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,242
Previous 8,154
1.08%
Holding current value
$399,819
Previous $392 Million
0.41%
% of portfolio
0.23%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.9 Million1.92% of portfolio