Roberts Glore & CO Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Roberts Glore & CO Inc
- $354 Million
- Q3 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 $993,126. This represents 0.28% of its overall portfolio holdings.
Number of Shares
20,600
Previous 20,600
-0.0%
Holding current value
$993,126
Previous $977,000
1.13%
% of portfolio
0.28%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio