Clear Creek Financial Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Clear Creek Financial Management, LLC
- $903 Million
- Q1 2025
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 $238,997. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,056
Previous 5,056
-0.0%
Holding current value
$238,997
Previous $241,000
0.41%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares 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$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio