Colonial Trust CO / Sc Dimensional ETF Tr Natl Mun Bd Transaction History
Colonial Trust CO / Sc
- $637 Million
- Q3 2024
A detailed history of Colonial Trust CO / Sc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Colonial Trust CO / Sc holds 5,912 shares of DFNM stock, worth $284,308. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,912
Previous 5,912
-0.0%
Holding current value
$284,308
Previous $282,000
1.42%
% of portfolio
0.04%
Previous 0.05%
Shares
7 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