Vestment Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Vestment Financial LLC
- $193 Billion
- Q4 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 284,600 shares of DFNM stock, worth $13.7 Million. This represents 7.15% of its overall portfolio holdings.
Number of Shares
284,600
Previous 253,856
12.11%
Holding current value
$13.7 Million
Previous $12.2 Billion
13.07%
% of portfolio
7.15%
Previous 6.95%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
264Shares Held
30.4MCall 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