Plancorp, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Plancorp, LLC

$2.51 Billion
Q1 2025

A detailed history of Plancorp, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Plancorp, LLC holds 63,487 shares of DFNM stock, worth $2.99 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

63,487

Holding current value

$2.99 Million

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$47.35 - $48.24 $3.01 Million - $3.06 Million	63,487 New	63,487 $3.02 Million

Others Institutions Holding DFNM

# of Institutions

250

Shares Held

26.6M

Call Options Held

Put Options Held

Truepoint, Inc.

2.74M
Shares

$129 Million
3.62% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$56.4 Million
0.64% of portfolio
Foster Group, Inc.

1.1M
Shares

$52.1 Million
2.05% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$42.5 Million
4.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

879K
Shares

$41.4 Million
1.79% of portfolio

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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