Lpl Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 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 301,351 shares of DFNM stock, worth $14.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
301,351
Previous 273,334
10.25%
Holding current value
$14.2 Million
Previous $13.1 Million
9.77%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.4 Million1.79% of portfolio