Rw Investment Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Rw Investment Management LLC
- $804 Billion
- Q3 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 88,296 shares of DFNM stock, worth $4.25 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
88,296
Previous 93,216
5.28%
Holding current value
$4.25 Million
Previous $4.45 Billion
3.75%
% of portfolio
0.53%
Previous 0.6%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.4 Million2.25% 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