Gps Wealth Strategies Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Gps Wealth Strategies Group, LLC
- $881 Million
- Q3 2025
A detailed history of Gps Wealth Strategies Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 2,000 shares of DFNM stock, worth $96,420. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$96,420
Previous $94,000
1.06%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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