Betterment LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Betterment LLC
- $50.6 Billion
- Q3 2025
A detailed history of Betterment LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Betterment LLC holds 28,215 shares of DFNM stock, worth $1.36 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28,215
Previous 22,393
26.0%
Holding current value
$1.36 Million
Previous $1.06 Million
27.5%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio