Sigma Planning Corp Dimensional ETF Tr Natl Mun Bd Transaction History
Sigma Planning Corp
- $3.02 Billion
- Q1 2025
A detailed history of Sigma Planning Corp transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sigma Planning Corp holds 5,265 shares of DFNM stock, worth $248,244. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,265
Previous 5,565
5.39%
Holding current value
$248,244
Previous $265,000
5.66%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.4 Million1.79% of portfolio