Rather & Kittrell, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Rather & Kittrell, Inc.
- $507 Million
- Q3 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 771,652 shares of DFNM stock, worth $37.2 Million. This represents 7.31% of its overall portfolio holdings.
Number of Shares
771,652
Previous 782,727
1.41%
Holding current value
$37.2 Million
Previous $37.1 Million
0.27%
% of portfolio
7.31%
Previous 8.21%
Shares
13 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio