Aspiriant, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Aspiriant, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Aspiriant, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Aspiriant, LLC holds 7,486 shares of DFNM stock, worth $358,803. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,486
Previous 7,486
-0.0%
Holding current value
$358,803
Previous $363,000
1.65%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
213Shares Held
27.3MCall 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