Awm Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Awm Capital, LLC
- $597 Million
- Q4 2024
A detailed history of Awm Capital, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Awm Capital, LLC holds 398,444 shares of DFNM stock, worth $19.1 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
398,444
Previous 464,444
14.21%
Holding current value
$19.1 Million
Previous $22.5 Million
15.56%
% of portfolio
3.19%
Previous 3.67%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
235Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$129 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.2 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio