Penney Financial, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Penney Financial, LLC
- $259 Billion
- Q4 2025
A detailed history of Penney Financial, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Penney Financial, LLC holds 88,305 shares of DFNM stock, worth $4.26 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
88,305
Previous 31,737
178.24%
Holding current value
$4.26 Million
Previous $1.52 Billion
179.34%
% of portfolio
1.64%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
30.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% 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