Compass Financial Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Compass Financial Group, Inc.
- $180 Million
- Q1 2025
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 178,003 shares of DFNM stock, worth $8.41 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
178,003
Previous 183,667
3.08%
Holding current value
$8.41 Million
Previous $8.78 Million
3.51%
% of portfolio
4.71%
Previous 4.52%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio