Sjs Investment Consulting Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Sjs Investment Consulting Inc.
- $491 Million
- Q1 2024
A detailed history of Sjs Investment Consulting Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sjs Investment Consulting Inc. holds 454 shares of DFNM stock, worth $21,751. This represents 0.0% of its overall portfolio holdings.
Number of Shares
454
Previous 1,495
69.63%
Holding current value
$21,751
Previous $72,000
70.83%
% of portfolio
0.0%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
173Shares Held
20.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.2 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.6 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.3 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio