Blair William & CO Dimensional ETF Tr Natl Mun Bd Transaction History
Blair William & CO
- $33.5 Billion
- Q4 2024
A detailed history of Blair William & CO transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Blair William & CO holds 82 shares of DFNM stock, worth $3,954. This represents 0.0% of its overall portfolio holdings.
Number of Shares
82
Previous 82
-0.0%
Holding current value
$3,954
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
237Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55.2 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