Kings Path Partners LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Kings Path Partners LLC

$204 Billion
Q1 2025

A detailed history of Kings Path Partners LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Kings Path Partners LLC holds 4,502 shares of DFNM stock, worth $211,639. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,502

Holding current value

$211,639

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 04, 2025	BUY	$47.35 - $48.24 $213,169 - $217,176	4,502 New	4,502 $214 Million

Others Institutions Holding DFNM

# of Institutions

239

Shares Held

25.1M

Call Options Held

Put Options Held

Truepoint, Inc.

2.7M
Shares

$127 Million
3.53% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$56.2 Million
0.64% of portfolio
Foster Group, Inc.

1.1M
Shares

$51.9 Million
2.05% of portfolio
Geo Wealth Management, LLC Chicago, IL

1.01M
Shares

$47.3 Million
1.65% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$42.4 Million
4.9% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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Kings Path Partners LLC Dimensional ETF Tr Natl Mun Bd Transaction History