Csenge Advisory Group Dimensional ETF Tr Natl Mun Bd Transaction History

Csenge Advisory Group

$1.97 Billion
Q3 2024

A detailed history of Csenge Advisory Group transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Csenge Advisory Group holds 5,402 shares of DFNM stock, worth $257,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,402

Holding current value

$257,675

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$47.7 - $48.54 $257,675 - $262,213	5,402 New	5,402 $262,000

Others Institutions Holding DFNM

# of Institutions

202

Shares Held

22.1M

Call Options Held

Put Options Held

Truepoint, Inc.

2.61M
Shares

$125 Million
3.47% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.1 Million
0.64% of portfolio
Foster Group, Inc.

1.19M
Shares

$56.9 Million
2.25% of portfolio
Geo Wealth Management, LLC Chicago, IL

958K
Shares

$45.7 Million
1.71% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43 Million
4.9% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Csenge Advisory Group Dimensional ETF Tr Natl Mun Bd Transaction History