Vestment Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Vestment Financial LLC
- $158 Billion
- Q2 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 227,907 shares of DFNM stock, worth $10.8 Million. This represents 6.86% of its overall portfolio holdings.
Number of Shares
227,907
Previous 204,585
11.4%
Holding current value
$10.8 Million
Previous $9.75 Billion
10.83%
% of portfolio
6.86%
Previous 7.0%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$125 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$40.9 Million1.71% of portfolio