Rcs Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Rcs Financial Planning, LLC
- $188 Billion
- Q4 2024
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 8,768 shares of DFNM stock, worth $416,216. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,768
Previous 8,651
1.35%
Holding current value
$416,216
Previous $420 Million
0.26%
% of portfolio
0.22%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
239Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.3 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.8 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio