One Capital Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
One Capital Management, LLC
- $2.59 Billion
- Q2 2025
A detailed history of One Capital Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, One Capital Management, LLC holds 20,480 shares of DFNM stock, worth $972,185. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,480
Previous 17,935
14.19%
Holding current value
$972,185
Previous $853,000
13.83%
% of portfolio
0.04%
Previous 0.03%
Shares
2 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