Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Natl Mun Bd Transaction History
Strategic Investment Solutions, Inc. /Il
- $378 Billion
- Q3 2025
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 7,164 shares of DFNM stock, worth $345,376. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,164
Previous 10,909
34.33%
Holding current value
$345,376
Previous $517 Million
33.58%
% of portfolio
0.09%
Previous 0.16%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio