Cpwm, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Cpwm, LLC holds 65,939 shares of DFNM stock, worth $3.2 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
65,939
Previous 63,875
3.23%
Holding current value
$3.2 Million
Previous $3.07 Million
0.2%
% of portfolio
0.29%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58.1 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$43 Million1.92% of portfolio