Commonwealth Equity Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Commonwealth Equity Services, LLC
- $75.7 Billion
- Q2 2025
A detailed history of Commonwealth Equity Services, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 589,215 shares of DFNM stock, worth $28.4 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
589,215
Previous 585,114
0.7%
Holding current value
$28.4 Million
Previous $27.8 Million
0.4%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio