Timonier Family Office, Ltd. Dimensional ETF Tr Natl Mun Bd Transaction History
Timonier Family Office, Ltd.
- $226 Billion
- Q1 2025
A detailed history of Timonier Family Office, Ltd. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Timonier Family Office, Ltd. holds 61,420 shares of DFNM stock, worth $2.9 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
61,420
Previous 62,065
1.04%
Holding current value
$2.9 Million
Previous $2.96 Billion
1.45%
% of portfolio
1.29%
Previous 1.52%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.4 Million1.79% of portfolio