Life Planning Partners, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Life Planning Partners, Inc
- $107 Million
- 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 5,200 shares of DFNM stock, worth $248,820. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,200
Previous 248,404
97.91%
Holding current value
$248,820
Previous $11.9 Million
97.91%
% of portfolio
0.23%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
238Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$129 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.2 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.2 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio