Vestment Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Vestment Financial LLC
- $175 Billion
- Q3 2025
A detailed history of Vestment Financial LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Vestment Financial LLC holds 253,856 shares of DFNM stock, worth $12.2 Million. This represents 6.95% of its overall portfolio holdings.
Number of Shares
253,856
Previous 227,907
11.39%
Holding current value
$12.2 Million
Previous $10.8 Billion
12.73%
% of portfolio
6.95%
Previous 6.86%
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