Jentner Corp Dimensional ETF Tr Natl Mun Bd Transaction History
Jentner Corp
- $242 Million
- Q1 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 $383,974. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,123
Previous 10,308
21.2%
Holding current value
$383,974
Previous $492,000
21.54%
% of portfolio
0.16%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio