Decision Point Financial, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Decision Point Financial, LLC
- $285 Million
- Q2 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Decision Point Financial, LLC holds 10,098 shares of DFNM stock, worth $489,853. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,098
Previous 10,098
-0.0%
Holding current value
$489,853
Previous $485,000
0.62%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.9 Million1.92% of portfolio