Rcs Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Rcs Financial Planning, LLC
- $180 Billion
- Q3 2024
A detailed history of Rcs Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 8,651 shares of DFNM stock, worth $414,036. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,651
Previous 8,242
4.96%
Holding current value
$414,036
Previous $394 Million
6.65%
% of portfolio
0.23%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
185Shares Held
21.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.1 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.3 Million1.92% of portfolio