Buckingham Strategic Partners Dimensional ETF Tr Natl Mun Bd Transaction History
Buckingham Strategic Partners
- $6.15 Billion
- Q1 2025
A detailed history of Buckingham Strategic Partners transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Buckingham Strategic Partners holds 767,754 shares of DFNM stock, worth $36.4 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
767,754
Previous 468,347
63.93%
Holding current value
$36.4 Million
Previous $22.4 Million
63.21%
% of portfolio
0.59%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
27MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio