Beckerman Institutional, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Beckerman Institutional, LLC
- $125 Million
- Q4 2024
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 8,811 shares of DFNM stock, worth $422,223. This represents 0.34% of its overall portfolio holdings.
Number of Shares
8,811
Previous 7,064
24.73%
Holding current value
$422,223
Previous $343,000
22.74%
% of portfolio
0.34%
Previous 0.29%
Shares
2 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