Beckerman Institutional, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Beckerman Institutional, LLC
- $151 Million
- Q2 2025
A detailed history of Beckerman Institutional, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Beckerman Institutional, LLC holds 9,057 shares of DFNM stock, worth $435,098. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,057
Previous 8,856
2.27%
Holding current value
$435,098
Previous $421,000
2.14%
% of portfolio
0.29%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$72.2 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.4 Million1.71% of portfolio