Life Planning Partners, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Life Planning Partners, Inc
- $13.5 Billion
- Q4 2024
A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Life Planning Partners, Inc holds 248,404 shares of DFNM stock, worth $11.9 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
248,404Holding current value
$11.9 Million% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
213Shares Held
27.3MCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH3.94MShares$189 Million11.52% of portfolio
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Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio