Beckerman Institutional, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Beckerman Institutional, LLC
- $125 Million
- Q4 2024
A detailed history of Beckerman Institutional, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Beckerman Institutional, LLC holds 8,811 shares of DFNM stock, worth $422,223. This represents 0.34% of its overall portfolio holdings.
Number of Shares
8,811
Previous 7,064
24.73%
Holding current value
$422,223
Previous $343,000
22.74%
% of portfolio
0.34%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
209Shares Held
22.8MCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH3.94MShares$189 Million11.52% of portfolio
-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio