Baker Avenue Asset Management, LP Dimensional ETF Tr Natl Mun Bd Transaction History
Baker Avenue Asset Management, LP
- $3.56 Billion
- Q4 2024
A detailed history of Baker Avenue Asset Management, LP transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Baker Avenue Asset Management, LP holds 47,523 shares of DFNM stock, worth $2.29 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
47,523
Previous 42,268
12.43%
Holding current value
$2.29 Million
Previous $2.05 Million
10.68%
% of portfolio
0.06%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55.1 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.5 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio