Decision Point Financial, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Decision Point Financial, LLC
- $381 Million
- Q2 2025
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 9,344 shares of DFNM stock, worth $450,193. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,344
Previous 10,098
7.47%
Holding current value
$450,193
Previous $480,000
7.71%
% of portfolio
0.12%
Previous 0.14%
Shares
2 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