Collective Family Office LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Collective Family Office LLC
- $336 Million
- Q2 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 171,058 shares of DFNM stock, worth $8.28 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
171,058
Previous 189,543
9.75%
Holding current value
$8.28 Million
Previous $9.12 Million
10.36%
% of portfolio
2.43%
Previous 2.99%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio