Switch Point Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 43,241 shares of DFNM stock, worth $2.08 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
43,241Holding current value
$2.08 Million% of portfolio
1.98%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
223Shares Held
24.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio