Stage Harbor Financial, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Stage Harbor Financial, LLC
- $118 Billion
- Q1 2025
A detailed history of Stage Harbor Financial, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Stage Harbor Financial, LLC holds 4,611 shares of DFNM stock, worth $218,238. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,611Holding current value
$218,238% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
242Shares Held
25.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.01MShares$47.6 Million1.65% of portfolio
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First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio