Triune Financial Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Triune Financial Partners, LLC
- $397 Billion
- Q3 2025
A detailed history of Triune Financial Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Triune Financial Partners, LLC holds 9,440 shares of DFNM stock, worth $455,102. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,440
Previous 5,984
57.75%
Holding current value
$455,102
Previous $284 Million
59.59%
% of portfolio
0.11%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
261Shares Held
30MCall 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