American Investment Services, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
American Investment Services, Inc.
- $554 Million
- Q1 2024
A detailed history of American Investment Services, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, American Investment Services, Inc. holds 81,473 shares of DFNM stock, worth $3.91 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
81,473
Previous 75,169
8.39%
Holding current value
$3.91 Million
Previous $3.65 Million
7.46%
% of portfolio
0.71%
Previous 0.7%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
174Shares Held
20.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.2 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.7 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.3 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio