Citrine Capital LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Citrine Capital LLC
- $188 Billion
- Q2 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 106,685 shares of DFNM stock, worth $5.06 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
106,685
Previous 106,763
0.07%
Holding current value
$5.06 Million
Previous $5.08 Billion
0.37%
% of portfolio
2.69%
Previous 3.18%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
249Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$125 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$40.9 Million1.71% of portfolio