Rossby Financial, Lcc Dimensional ETF Tr Natl Mun Bd Transaction History

Rossby Financial, Lcc

$237 Billion
Q1 2025

A detailed history of Rossby Financial, Lcc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Rossby Financial, Lcc holds 71 shares of DFNM stock, worth $3,347. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,347

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$47.35 - $48.24 $3,361 - $3,425	71 New	71 $3.35 Million

Others Institutions Holding DFNM

# of Institutions

250

Shares Held

26.6M

Call Options Held

Put Options Held

Truepoint, Inc.

2.74M
Shares

$129 Million
3.62% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$56.4 Million
0.64% of portfolio
Foster Group, Inc.

1.1M
Shares

$52.1 Million
2.05% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$42.5 Million
4.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

879K
Shares

$41.4 Million
1.79% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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