Lpl Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Lpl Financial LLC
- $218 Billion
- Q3 2024
A detailed history of Lpl Financial LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Lpl Financial LLC holds 254,553 shares of DFNM stock, worth $12.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
254,553
Previous 249,403
2.06%
Holding current value
$12.2 Million
Previous $11.9 Million
3.72%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.3 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio