Creative Planning Dimensional ETF Tr Natl Mun Bd Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Creative Planning holds 10,746 shares of DFNM stock, worth $505,169. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,746
Previous 5,646
90.33%
Holding current value
$505,169
Previous $274,000
87.23%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
239Shares Held
25.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$127 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.2 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$51.9 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.4 Million4.9% of portfolio