Sigma Planning Corp Dimensional ETF Tr Natl Mun Bd Transaction History
Sigma Planning Corp
- $3.22 Billion
- Q3 2024
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 5,208 shares of DFNM stock, worth $249,515. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,208
Previous 5,505
5.4%
Holding current value
$249,515
Previous $262,000
3.82%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio