Commonwealth Equity Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Commonwealth Equity Services, LLC
- $77.2 Billion
- Q3 2025
A detailed history of Commonwealth Equity Services, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 608,447 shares of DFNM stock, worth $29.3 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
608,447
Previous 589,215
3.26%
Holding current value
$29.3 Million
Previous $27.9 Million
4.46%
% of portfolio
0.04%
Previous 0.04%
Shares
15 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