Lpl Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
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 399,622 shares of DFNM stock, worth $19 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
399,622
Previous 301,351
32.61%
Holding current value
$19 Million
Previous $14.3 Million
32.22%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DFNM
# of Institutions
249Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$125 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$40.9 Million1.71% of portfolio