Triune Financial Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Triune Financial Partners, LLC
- $315 Billion
- Q1 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 8,439 shares of DFNM stock, worth $398,911. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,439
Previous 8,391
0.57%
Holding current value
$398,911
Previous $401 Million
0.15%
% of portfolio
0.13%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares 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$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio