Concord Asset Management, Llc/Va Dimensional ETF Tr Natl Mun Bd Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
A detailed history of Concord Asset Management, Llc/Va transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 27,861 shares of DFNM stock, worth $1.32 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
27,861Holding current value
$1.32 Million% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
27.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio