Sjs Investment Consulting Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Sjs Investment Consulting Inc.
- $567 Million
- Q2 2025
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 1,940 shares of DFNM stock, worth $91,742. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,940
Previous 1,744
11.24%
Holding current value
$91,742
Previous $82,000
12.2%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
28.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.1 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio