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 $514,003. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,860Holding current value
$514,003% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
242Shares Held
25.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.01MShares$47.6 Million1.65% of portfolio
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First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio