Roberts Glore & CO Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Roberts Glore & CO Inc
- $320 Million
- Q1 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 $972,937. This represents 0.31% of its overall portfolio holdings.
Number of Shares
20,600
Previous 20,600
-0.0%
Holding current value
$972,937
Previous $984,000
0.51%
% of portfolio
0.31%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio