Keystone Global Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Keystone Global Partners, LLC

$143 Billion
Q1 2025

A detailed history of Keystone Global Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Keystone Global Partners, LLC holds 1 shares of DFNM stock, worth $47. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$47

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$47.35 - $48.24 $47 - $48	1 New	1 $48,000

Others Institutions Holding DFNM

# of Institutions

248

Shares Held

25.8M

Call Options Held

Put Options Held

Truepoint, Inc.

2.74M
Shares

$129 Million
3.62% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$56.6 Million
0.64% of portfolio
Foster Group, Inc.

1.1M
Shares

$52.3 Million
2.05% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$42.6 Million
4.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

879K
Shares

$41.6 Million
1.79% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Keystone Global Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History