Burk Holdings LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Burk Holdings LLC
- $187 Billion
- Q3 2025
A detailed history of Burk Holdings LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Burk Holdings LLC holds 8,391 shares of DFNM stock, worth $404,530. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,391
Previous 8,555
1.92%
Holding current value
$404,530
Previous $406 Million
0.78%
% of portfolio
0.22%
Previous 0.25%
Shares
4 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