Triune Financial Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Triune Financial Partners, LLC
- $363 Billion
- Q2 2025
A detailed history of Triune Financial Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Triune Financial Partners, LLC holds 5,984 shares of DFNM stock, worth $284,060. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,984
Previous 8,439
29.09%
Holding current value
$284,060
Previous $401 Million
29.3%
% of portfolio
0.08%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
248Shares Held
26.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$125 Million3.2% 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, IL862KShares$40.9 Million1.71% of portfolio