Csenge Advisory Group Dimensional ETF Tr Natl Mun Bd Transaction History
Csenge Advisory Group
- $1.91 Billion
- Q2 2025
A detailed history of Csenge Advisory Group transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Csenge Advisory Group holds 5,729 shares of DFNM stock, worth $276,023. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,729
Previous 5,355
6.98%
Holding current value
$276,023
Previous $254,000
6.69%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
27.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio