Roberts Glore & CO Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Roberts Glore & CO Inc
- $333 Million
- Q2 2025
A detailed history of Roberts Glore & CO Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Roberts Glore & CO Inc holds 20,600 shares of DFNM stock, worth $989,418. This represents 0.29% of its overall portfolio holdings.
Number of Shares
20,600
Previous 20,600
-0.0%
Holding current value
$989,418
Previous $979,000
0.2%
% of portfolio
0.29%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$72.2 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$41.4 Million1.71% of portfolio