Clune & Associates, Ltd. Dimensional ETF Tr Natl Mun Bd Transaction History
Clune & Associates, Ltd.
- $400 Billion
- Q3 2025
A detailed history of Clune & Associates, Ltd. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Clune & Associates, Ltd. holds 5,320 shares of DFNM stock, worth $256,477. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,320
Previous 5,320
-0.0%
Holding current value
$256,477
Previous $252 Million
1.16%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.7MCall 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