Cva Family Office, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Cva Family Office, LLC
- $634 Million
- Q1 2025
A detailed history of Cva Family Office, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Cva Family Office, LLC holds 10,785 shares of DFNM stock, worth $510,454. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,785
Previous 10,785
-0.0%
Holding current value
$510,454
Previous $515,000
0.39%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
245Shares Held
25.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio