Commonwealth Equity Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Commonwealth Equity Services, LLC
- $63.2 Billion
- Q2 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 601,798 shares of DFNM stock, worth $29.1 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
601,798
Previous 584,359
2.98%
Holding current value
$29.1 Million
Previous $28.1 Million
2.3%
% of portfolio
0.05%
Previous 0.05%
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