Verus Financial Partners, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Verus Financial Partners, Inc.
- $967 Million
- Q2 2025
A detailed history of Verus Financial Partners, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Verus Financial Partners, Inc. holds 94,002 shares of DFNM stock, worth $4.51 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
94,002
Previous 84,788
10.87%
Holding current value
$4.51 Million
Previous $4.03 Million
10.54%
% of portfolio
0.46%
Previous 0.45%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$72.2 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.4 Million1.71% of portfolio