Awm Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Awm Capital, LLC
- $748 Million
- Q2 2025
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 472,297 shares of DFNM stock, worth $22.4 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
472,297
Previous 343,689
37.42%
Holding current value
$22.4 Million
Previous $16.3 Million
37.02%
% of portfolio
2.99%
Previous 2.58%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
248Shares Held
27.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio