Vested Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Vested Financial Planning, LLC
- $106 Billion
- Q4 2024
A detailed history of Vested Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Vested Financial Planning, LLC holds 186,803 shares of DFNM stock, worth $8.99 Million. This represents 8.45% of its overall portfolio holdings.
Number of Shares
186,803Holding current value
$8.99 Million% of portfolio
8.45%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
214Shares Held
23.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio