Commonwealth Equity Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Commonwealth Equity Services, LLC
- $68.4 Billion
- Q4 2024
A detailed history of Commonwealth Equity Services, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 631,891 shares of DFNM stock, worth $30.3 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
631,891
Previous 601,816
5.0%
Holding current value
$30.3 Million
Previous $29.2 Million
3.33%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
238Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio