City State Bank Dimensional ETF Tr Natl Mun Bd Transaction History

City State Bank

$280 Million
Q4 2024

A detailed history of City State Bank transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, City State Bank holds 1,038 shares of DFNM stock, worth $49,626. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,038

Previous 1,038 -0.0%

Holding current value

$49,626

Previous $50,000 2.0%

% of portfolio

0.02%

Previous 0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 08, 2024	BUY	$47.4 - $48.0 $49,201 - $49,824	1,038 New	1,038 $50,000

Others Institutions Holding DFNM

# of Institutions

239

Shares Held

25M

Call Options Held

Put Options Held

Truepoint, Inc.

2.7M
Shares

$129 Million
3.53% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.2 Million
0.64% of portfolio
Foster Group, Inc.

1.14M
Shares

$54.7 Million
2.17% of portfolio
Geo Wealth Management, LLC Chicago, IL

1.01M
Shares

$48.1 Million
1.65% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.1 Million
4.9% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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