Aptus Capital Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Aptus Capital Advisors, LLC
- $6.27 Billion
- Q3 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 22,357 shares of DFNM stock, worth $1.08 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,357
Previous 602
3613.79%
Holding current value
$1.08 Million
Previous $28,000
3775.0%
% of portfolio
0.02%
Previous 0.0%
Shares
2 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