Jentner Corp Dimensional ETF Tr Natl Mun Bd Transaction History
Jentner Corp
- $256 Million
- Q4 2024
A detailed history of Jentner Corp transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jentner Corp holds 10,308 shares of DFNM stock, worth $495,814. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,308
Previous 4,870
111.66%
Holding current value
$495,814
Previous $236,000
108.47%
% of portfolio
0.19%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
237Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.4 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio