Rcs Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Rcs Financial Planning, LLC
- $232 Billion
- Q4 2025
A detailed history of Rcs Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 9,543 shares of DFNM stock, worth $460,068. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,543
Previous 9,224
3.46%
Holding current value
$460,068
Previous $443 Million
3.87%
% of portfolio
0.2%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
261Shares Held
30MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% 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