Compass Financial Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Compass Financial Group, Inc.
- $194 Million
- Q4 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 183,667 shares of DFNM stock, worth $8.82 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
183,667
Previous 189,890
3.28%
Holding current value
$8.82 Million
Previous $9.22 Million
4.8%
% of portfolio
4.52%
Previous 4.58%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio