Vantage Point Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Vantage Point Financial LLC
- $258 Billion
- Q3 2025
A detailed history of Vantage Point Financial LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Vantage Point Financial LLC holds 6,918 shares of DFNM stock, worth $333,516. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,918
Previous 5,945
16.37%
Holding current value
$333,516
Previous $282 Million
17.71%
% of portfolio
0.13%
Previous 0.12%
Shares
4 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