Rather & Kittrell, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Rather & Kittrell, Inc.
- $418 Million
- Q1 2025
A detailed history of Rather & Kittrell, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Rather & Kittrell, Inc. holds 767,756 shares of DFNM stock, worth $36.3 Million. This represents 8.74% of its overall portfolio holdings.
Number of Shares
767,756
Previous 698,195
9.96%
Holding current value
$36.3 Million
Previous $33.4 Million
9.48%
% of portfolio
8.74%
Previous 8.54%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio