Collective Family Office LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Collective Family Office LLC
- $430 Million
- Q4 2025
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Collective Family Office LLC holds 119,354 shares of DFNM stock, worth $5.75 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
119,354
Previous 118,896
0.39%
Holding current value
$5.75 Million
Previous $5.7 Million
0.88%
% of portfolio
1.34%
Previous 1.39%
Shares
16 transactions
Others Institutions Holding DFNM
# of Institutions
265Shares Held
30.5MCall 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