Citrine Capital LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Citrine Capital LLC
- $160 Billion
- Q1 2025
A detailed history of Citrine Capital LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Citrine Capital LLC holds 106,763 shares of DFNM stock, worth $5.04 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
106,763
Previous 51,671
106.62%
Holding current value
$5.04 Million
Previous $2.47 Billion
105.75%
% of portfolio
3.18%
Previous 1.82%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio