Core Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Core Wealth Management, Inc.
- $246 Billion
- Q2 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 85,899 shares of DFNM stock, worth $4.16 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
85,899
Previous 92,793
7.43%
Holding current value
$4.16 Million
Previous $4.46 Billion
8.05%
% of portfolio
1.66%
Previous 1.94%
Shares
7 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