Cpa Asset Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Cpa Asset Management LLC
- $238 Billion
- Q2 2025
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Cpa Asset Management LLC holds 17,764 shares of DFNM stock, worth $842,191. This represents 0.35% of its overall portfolio holdings.
Number of Shares
17,764
Previous 30,539
41.83%
Holding current value
$842,191
Previous $1.45 Billion
42.0%
% of portfolio
0.35%
Previous 0.64%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
248Shares Held
27.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio