Envestnet Asset Management Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Envestnet Asset Management Inc holds 117,388 shares of DFNM stock, worth $5.57 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
117,388
Previous 116,435
0.82%
Holding current value
$5.57 Million
Previous $5.56 Million
0.38%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.4 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio