Csenge Advisory Group Dimensional ETF Tr Natl Mun Bd Transaction History
Csenge Advisory Group
- $2 Billion
- Q3 2025
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 5,697 shares of DFNM stock, worth $274,652. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,697
Previous 5,729
0.56%
Holding current value
$274,652
Previous $271,000
0.74%
% of portfolio
0.01%
Previous 0.01%
Shares
5 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