Concord Wealth Partners Dimensional ETF Tr Natl Mun Bd Transaction History
Concord Wealth Partners
- $599 Million
- Q1 2025
A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Concord Wealth Partners holds 10,860 shares of DFNM stock, worth $512,917. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,860Holding current value
$512,917% of portfolio
0.09%Shares
1 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
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
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First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio