Beckerman Institutional, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Beckerman Institutional, LLC
- $138 Million
- Q1 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 8,856 shares of DFNM stock, worth $417,560. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,856
Previous 8,811
0.51%
Holding current value
$417,560
Previous $421,000
-0.0%
% of portfolio
0.3%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.4 Million1.79% of portfolio