Clune & Associates, Ltd. Dimensional ETF Tr Natl Mun Bd Transaction History
Clune & Associates, Ltd.
- $326 Billion
- Q1 2025
A detailed history of Clune & Associates, Ltd. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Clune & Associates, Ltd. holds 5,320 shares of DFNM stock, worth $251,263. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,320
Previous 5,320
-0.0%
Holding current value
$251,263
Previous $254 Million
0.42%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall 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$41.5 Million1.79% of portfolio