Jones Financial Companies Lllp Dimensional ETF Tr Natl Mun Bd Transaction History
Jones Financial Companies Lllp
- $298 Billion
- Q1 2025
A detailed history of Jones Financial Companies Lllp transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jones Financial Companies Lllp holds 945 shares of DFNM stock, worth $44,689. This represents 0.0% of its overall portfolio holdings.
Number of Shares
945
Previous 1,432
34.01%
Holding current value
$44,689
Previous $68,000
35.29%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 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