Colonial Trust CO / Sc Dimensional ETF Tr Natl Mun Bd Transaction History
Colonial Trust CO / Sc
- $561 Million
- Q2 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 $286,081. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,912
Previous 5,988
1.27%
Holding current value
$286,081
Previous $287,000
1.74%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio