Smartleaf Asset Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Smartleaf Asset Management LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Smartleaf Asset Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 3,804 shares of DFNM stock, worth $183,390. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,804
Previous 114
3236.84%
Holding current value
$183,390
Previous $5.4 Million
3278.58%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
261Shares Held
29.8MCall 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