Relaxing Retirement Coach Dimensional ETF Tr Natl Mun Bd Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Relaxing Retirement Coach holds 222,984 shares of DFNM stock, worth $10.7 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
222,984
Previous 224,800
0.81%
Holding current value
$10.7 Million
Previous $10.9 Million
2.21%
% of portfolio
3.32%
Previous 3.73%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio