Diversified Portfolios, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Diversified Portfolios, Inc.
- $778 Million
- Q1 2025
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 4,875 shares of DFNM stock, worth $230,538. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,875
Previous 5,073
3.9%
Holding current value
$230,538
Previous $242,000
4.55%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
28.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.1 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio