Compass Financial Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Compass Financial Group, Inc.
- $195 Million
- Q2 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 187,507 shares of DFNM stock, worth $9.08 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
187,507
Previous 188,083
0.31%
Holding current value
$9.08 Million
Previous $9.04 Million
0.96%
% of portfolio
4.59%
Previous 4.91%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
178Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.1 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio