Penney Financial, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Penney Financial, LLC
- $223 Billion
- Q3 2025
A detailed history of Penney Financial, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Penney Financial, LLC holds 31,737 shares of DFNM stock, worth $1.53 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
31,737Holding current value
$1.53 Million% of portfolio
0.68%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
27.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio