Collective Family Office LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Collective Family Office LLC
- $305 Million
- Q1 2024
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Collective Family Office LLC holds 189,543 shares of DFNM stock, worth $9.05 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
189,543
Previous 184,558
2.7%
Holding current value
$9.05 Million
Previous $8.95 Million
1.82%
% of portfolio
2.99%
Previous 3.17%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.5 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.1 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio