Vestment Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Vestment Financial LLC
- $131 Billion
- Q4 2024
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 184,963 shares of DFNM stock, worth $8.86 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
184,963Holding current value
$8.86 Million% of portfolio
6.76%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
235Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$129 Million3.53% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.01MShares$48.2 Million1.65% of portfolio
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First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio