Aspiriant, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Aspiriant, LLC
- $3.21 Billion
- Q3 2025
A detailed history of Aspiriant, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Aspiriant, LLC holds 367,049 shares of DFNM stock, worth $17.7 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
367,049
Previous 347,452
5.64%
Holding current value
$17.7 Million
Previous $16.5 Million
6.87%
% of portfolio
0.55%
Previous 0.53%
Shares
3 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