Creative Planning Dimensional ETF Tr Natl Mun Bd Transaction History
Creative Planning
- $101 Billion
- Q3 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 5,646 shares of DFNM stock, worth $269,314. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,646
Previous 5,576
1.26%
Holding current value
$269,314
Previous $266,000
3.01%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio