Rcs Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Rcs Financial Planning, LLC
- $226 Billion
- Q3 2025
A detailed history of Rcs Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 9,224 shares of DFNM stock, worth $444,689. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,224
Previous 8,455
9.1%
Holding current value
$444,689
Previous $401 Million
10.36%
% of portfolio
0.2%
Previous 0.2%
Shares
9 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