Sjs Investment Consulting Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Sjs Investment Consulting Inc.
- $647 Million
- Q3 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 690 shares of DFNM stock, worth $33,244. This represents 0.01% of its overall portfolio holdings.
Number of Shares
690
Previous 1,940
64.43%
Holding current value
$33,244
Previous $92,000
64.13%
% of portfolio
0.01%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
27.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio