American Investment Services, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
American Investment Services, Inc.
- $553 Million
- Q2 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 95,667 shares of DFNM stock, worth $4.58 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
95,667
Previous 81,473
17.42%
Holding current value
$4.58 Million
Previous $3.92 Million
16.64%
% of portfolio
0.83%
Previous 0.71%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
185Shares Held
21.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.1 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.3 Million1.92% of portfolio