Aspiriant, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Aspiriant, LLC
- $2.61 Billion
- Q3 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 $359,477. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,486
Previous 7,486
-0.0%
Holding current value
$359,477
Previous $357,000
1.68%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.3 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio