Compass Financial Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Compass Financial Group, Inc.
- $201 Million
- Q3 2024
A detailed history of Compass Financial Group, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Compass Financial Group, Inc. holds 189,890 shares of DFNM stock, worth $9.13 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
189,890
Previous 187,507
1.27%
Holding current value
$9.13 Million
Previous $8.96 Million
2.9%
% of portfolio
4.58%
Previous 4.59%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.4 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio