Confluence Investment Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Confluence Investment Management LLC
- $6.67 Billion
- Q2 2024
A detailed history of Confluence Investment Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Confluence Investment Management LLC holds 229,615 shares of DFNM stock, worth $11.1 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
229,615
Previous 230,287
0.29%
Holding current value
$11.1 Million
Previous $11.1 Million
0.96%
% of portfolio
0.16%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.9 Million1.92% of portfolio