Phillips Financial Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Phillips Financial Management, LLC holds 52,327 shares of DFNM stock, worth $2.51 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
52,327
Previous 60,141
12.99%
Holding current value
$2.51 Million
Previous $2.87 Million
11.59%
% of portfolio
0.2%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.3 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio