Sigma Planning Corp Dimensional ETF Tr Natl Mun Bd Transaction History
Sigma Planning Corp
- $3.32 Billion
- Q3 2025
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
256Shares Held
28.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$72 Million2.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio