Verus Financial Partners, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Verus Financial Partners, Inc.
- $914 Million
- Q3 2024
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 79,414 shares of DFNM stock, worth $3.79 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
79,414
Previous 77,997
1.82%
Holding current value
$3.79 Million
Previous $3.73 Million
3.46%
% of portfolio
0.42%
Previous 0.43%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio