Landmark Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Landmark Financial Advisors, LLC
- $271 Million
- Q4 2023
A detailed history of Landmark Financial Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 337,148 shares of DFNM stock, worth $16.1 Million. This represents 6.03% of its overall portfolio holdings.
Number of Shares
337,148
Previous 184,196
83.04%
Holding current value
$16.1 Million
Previous $8.56 Million
91.09%
% of portfolio
6.03%
Previous 3.57%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.5 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.1 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio