Financial Plan, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Financial Plan, Inc. holds 17,491 shares of DFNM stock, worth $843,241. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,491Holding current value
$843,241% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
268Shares Held
32.1MCall 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
-
Symmetry Partners, LLC1.33MShares$64 Million4.34% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio