Clear Creek Financial Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Clear Creek Financial Management, LLC
- $877 Million
- Q4 2024
A detailed history of Clear Creek Financial Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 5,056 shares of DFNM stock, worth $243,800. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,056
Previous 5,056
-0.0%
Holding current value
$243,800
Previous $245,000
1.63%
% of portfolio
0.03%
Previous 0.03%
Shares
2 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