Copperleaf Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Copperleaf Capital, LLC
- $110 Million
- Q2 2024
A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Copperleaf Capital, LLC holds 7,667 shares of DFNM stock, worth $366,942. This represents 0.33% of its overall portfolio holdings.
Number of Shares
7,667
Previous 7,280
5.32%
Holding current value
$366,942
Previous $350,000
4.57%
% of portfolio
0.33%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
187Shares Held
21.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.1 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.3 Million1.92% of portfolio