Lpl Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Lpl Financial LLC holds 423,200 shares of DFNM stock, worth $20.4 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
423,200
Previous 399,622
5.9%
Holding current value
$20.4 Million
Previous $19 Million
7.13%
% of portfolio
0.01%
Previous 0.01%
Shares
14 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