Lpl Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Lpl Financial LLC
- $238 Billion
- Q4 2024
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 273,334 shares of DFNM stock, worth $13.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
273,334
Previous 254,553
7.38%
Holding current value
$13.1 Million
Previous $12.4 Million
5.69%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
239Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$129 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.2 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.1 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio