Decision Point Financial, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Decision Point Financial, LLC
- $315 Million
- Q3 2024
A detailed history of Decision Point Financial, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Decision Point Financial, LLC holds 10,098 shares of DFNM stock, worth $481,876. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,098
Previous 10,098
-0.0%
Holding current value
$481,876
Previous $482,000
1.66%
% of portfolio
0.16%
Previous 0.17%
Shares
1 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$57 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