Envision Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Envision Financial Planning, LLC
- $124 Billion
- Q1 2024
A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Envision Financial Planning, LLC holds 5,869 shares of DFNM stock, worth $280,714. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,869
Previous 5,288
10.99%
Holding current value
$280,714
Previous $257 Million
10.02%
% of portfolio
0.23%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
172Shares Held
20.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.1 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.6 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.2 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio