Gem Asset Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Gem Asset Management, LLC
- $175 Billion
- Q3 2024
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Gem Asset Management, LLC holds 73,133 shares of DFNM stock, worth $3.52 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
73,133
Previous 73,677
0.74%
Holding current value
$3.52 Million
Previous $3.52 Billion
0.61%
% of portfolio
2.02%
Previous 2.19%
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