Asset Planning Corporation Dimensional ETF Tr Natl Mun Bd Transaction History
Asset Planning Corporation
- $159 Million
- Q4 2024
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Asset Planning Corporation holds 254,957 shares of DFNM stock, worth $12.2 Million. This represents 7.66% of its overall portfolio holdings.
Number of Shares
254,957
Previous 243,001
4.92%
Holding current value
$12.2 Million
Previous $11.8 Million
3.27%
% of portfolio
7.66%
Previous 7.74%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
235Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$129 Million3.53% 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, IL1.01MShares$48.2 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio