Cpa Asset Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Cpa Asset Management LLC
- $259 Billion
- Q3 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 15,869 shares of DFNM stock, worth $765,044. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,869
Previous 17,764
10.67%
Holding current value
$765,044
Previous $843 Million
9.63%
% of portfolio
0.29%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio