Plancorp, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Plancorp, LLC
- $2.85 Billion
- Q2 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 164,192 shares of DFNM stock, worth $7.79 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
164,192
Previous 63,487
158.62%
Holding current value
$7.79 Million
Previous $3.02 Million
157.85%
% of portfolio
0.27%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
253Shares Held
27.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% 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, IL879KShares$41.7 Million1.79% of portfolio