Colonial Trust CO / Sc Dimensional ETF Tr Natl Mun Bd Transaction History
Colonial Trust CO / Sc
- $529 Million
- Q1 2024
A detailed history of Colonial Trust CO / Sc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Colonial Trust CO / Sc holds 5,988 shares of DFNM stock, worth $287,543. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,988
Previous 6,133
2.36%
Holding current value
$287,543
Previous $297,000
3.37%
% of portfolio
0.05%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
176Shares Held
20.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.4 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.7 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.4 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio