Global Retirement Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
A detailed history of Global Retirement Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Global Retirement Partners, LLC holds 961 shares of DFNM stock, worth $45,993. This represents 0.0% of its overall portfolio holdings.
Number of Shares
961
Previous 961
-0.0%
Holding current value
$45,993
Previous $45,000
2.22%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
187Shares Held
21.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.1 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.3 Million1.92% of portfolio