Vestment Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Vestment Financial LLC
- $139 Billion
- Q1 2025
A detailed history of Vestment Financial LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Vestment Financial LLC holds 204,585 shares of DFNM stock, worth $9.65 Million. This represents 7.0% of its overall portfolio holdings.
Number of Shares
204,585
Previous 184,963
10.61%
Holding current value
$9.65 Million
Previous $8.84 Billion
10.36%
% of portfolio
7.0%
Previous 6.76%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares 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$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.4 Million1.79% of portfolio