Rcs Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Rcs Financial Planning, LLC
- $201 Billion
- Q2 2025
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 8,455 shares of DFNM stock, worth $406,516. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,455
Previous 7,899
7.04%
Holding current value
$406,516
Previous $376 Million
6.72%
% of portfolio
0.2%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
249Shares Held
27.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$72.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.5 Million1.71% of portfolio