Triune Financial Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Triune Financial Partners, LLC
- $318 Billion
- Q4 2024
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 8,391 shares of DFNM stock, worth $404,026. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,391
Previous 11,288
25.66%
Holding current value
$404,026
Previous $548 Million
26.84%
% of portfolio
0.13%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55.1 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.5 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio