American Investment Services, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
American Investment Services, Inc.
- $584 Million
- Q3 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 91,152 shares of DFNM stock, worth $4.38 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
91,152
Previous 95,667
4.72%
Holding current value
$4.38 Million
Previous $4.57 Million
3.19%
% of portfolio
0.76%
Previous 0.83%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
215Shares Held
23.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio