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 $416,026. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,651
Previous 8,242
4.96%
Holding current value
$416,026
Previous $394 Million
6.65%
% of portfolio
0.23%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.4 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio