Rw Investment Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Rw Investment Management LLC
- $821 Billion
- Q4 2024
A detailed history of Rw Investment Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Rw Investment Management LLC holds 82,292 shares of DFNM stock, worth $3.95 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
82,292
Previous 88,296
6.8%
Holding current value
$3.95 Million
Previous $4.29 Billion
8.28%
% of portfolio
0.48%
Previous 0.53%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
218Shares Held
23.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio