Creative Capital Management Investments LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Creative Capital Management Investments LLC
- $179 Million
- Q1 2024
A detailed history of Creative Capital Management Investments LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 2,630 shares of DFNM stock, worth $126,055. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,630
Previous 1,842
42.78%
Holding current value
$126,055
Previous $89,000
41.57%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
172Shares Held
20.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.2 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.7 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.3 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio