Envestnet Asset Management Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Envestnet Asset Management Inc
- $324 Billion
- Q3 2025
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Envestnet Asset Management Inc holds 93,845 shares of DFNM stock, worth $4.52 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
93,845
Previous 94,608
0.81%
Holding current value
$4.52 Million
Previous $4.49 Million
0.33%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding DFNM
# of Institutions
264Shares Held
30.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% 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