Envision Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Envision Financial Planning, LLC
- $194 Billion
- Q4 2024
A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Envision Financial Planning, LLC holds 6,642 shares of DFNM stock, worth $317,620. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,642
Previous 5,954
11.56%
Holding current value
$317,620
Previous $289 Million
9.8%
% of portfolio
0.16%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
239Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$129 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.2 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.1 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio