Jentner Corp Dimensional ETF Tr Natl Mun Bd Transaction History

Jentner Corp

$248 Million
Q3 2024

A detailed history of Jentner Corp transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jentner Corp holds 4,870 shares of DFNM stock, worth $232,396. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,870

Holding current value

$232,396

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$47.7 - $48.54 $232,299 - $236,389	4,870 New	4,870 $236,000

Others Institutions Holding DFNM

# of Institutions

202

Shares Held

22.1M

Call Options Held

Put Options Held

Truepoint, Inc.

2.61M
Shares

$125 Million
3.47% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.1 Million
0.64% of portfolio
Foster Group, Inc.

1.19M
Shares

$57 Million
2.25% of portfolio
Geo Wealth Management, LLC Chicago, IL

958K
Shares

$45.7 Million
1.71% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43 Million
4.9% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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