Core Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Core Wealth Management, Inc.
- $231 Billion
- Q1 2024
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Core Wealth Management, Inc. holds 92,793 shares of DFNM stock, worth $4.44 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
92,793
Previous 76,136
21.88%
Holding current value
$4.44 Million
Previous $3.69 Billion
20.82%
% of portfolio
1.94%
Previous 1.76%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
172Shares Held
20.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.1 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.6 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.2 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio