Global Retirement Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Global Retirement Partners, LLC
- $4.24 Billion
- Q3 2025
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 1,076 shares of DFNM stock, worth $51,841. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,076
Previous 1,147
6.19%
Holding current value
$51,841
Previous $54,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
8 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