Life Planning Partners, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Life Planning Partners, Inc
- $108 Million
- Q1 2025
A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Life Planning Partners, Inc holds 5,200 shares of DFNM stock, worth $244,868. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,200
Previous 5,200
-0.0%
Holding current value
$244,868
Previous $248,000
0.4%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
240Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$127 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.3 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.4 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.4 Million4.9% of portfolio