Financial Counselors Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Financial Counselors Inc
- $6.5 Billion
- Q1 2025
A detailed history of Financial Counselors Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Financial Counselors Inc holds 7,439 shares of DFNM stock, worth $351,641. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,439
Previous 7,622
2.4%
Holding current value
$351,641
Previous $364,000
3.02%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% 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