Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Natl Mun Bd Transaction History
Strategic Investment Solutions, Inc. /Il
- $331 Billion
- Q2 2025
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 10,909 shares of DFNM stock, worth $517,850. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,909
Previous 28,711
62.0%
Holding current value
$517,850
Previous $1.37 Billion
62.12%
% of portfolio
0.16%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
253Shares Held
27.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio