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 $390,635. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,123
Previous 8,123
-0.0%
Holding current value
$390,635
Previous $386,000
0.26%
% of portfolio
0.14%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$72.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.5 Million1.71% of portfolio