Jones Financial Companies Lllp Dimensional ETF Tr Natl Mun Bd Transaction History
Jones Financial Companies Lllp
- $97.4 Billion
- Q3 2024
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 1,400 shares of DFNM stock, worth $67,438. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,400
Previous 1,400
-0.0%
Holding current value
$67,438
Previous $66,000
1.52%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.5 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.2 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio