Awm Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Awm Capital, LLC
- $634 Million
- Q1 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 343,689 shares of DFNM stock, worth $16.3 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
343,689
Previous 398,444
13.74%
Holding current value
$16.3 Million
Previous $19 Million
14.12%
% of portfolio
2.58%
Previous 3.19%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio