One Capital Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
One Capital Management, LLC
- $2.82 Billion
- Q3 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 26,715 shares of DFNM stock, worth $1.29 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
26,715
Previous 20,480
30.44%
Holding current value
$1.29 Million
Previous $971,000
31.93%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio