Buckingham Strategic Partners Dimensional ETF Tr Natl Mun Bd Transaction History
Buckingham Strategic Partners
- $5.48 Billion
- Q4 2024
A detailed history of Buckingham Strategic Partners transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Buckingham Strategic Partners holds 468,347 shares of DFNM stock, worth $22.5 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
468,347
Previous 254,254
84.2%
Holding current value
$22.5 Million
Previous $12.3 Million
81.32%
% of portfolio
0.41%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio