Jentner Corp Dimensional ETF Tr Natl Mun Bd Transaction History
Jentner Corp
- $271 Million
- Q2 2025
A detailed history of Jentner Corp transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jentner Corp holds 8,123 shares of DFNM stock, worth $392,422. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,123
Previous 8,123
-0.0%
Holding current value
$392,422
Previous $386,000
0.26%
% of portfolio
0.14%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
259Shares Held
29.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$72 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.8 Million1.61% of portfolio