Breakwater Capital Group Dimensional ETF Tr Natl Mun Bd Transaction History
Breakwater Capital Group
- $496 Billion
- Q3 2024
A detailed history of Breakwater Capital Group transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Breakwater Capital Group holds 4,678 shares of DFNM stock, worth $224,965. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,678
Previous 4,477
4.49%
Holding current value
$224,965
Previous $214 Million
6.17%
% of portfolio
0.05%
Previous 0.05%
Shares
4 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