Cva Family Office, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Cva Family Office, LLC
- $619 Million
- Q4 2024
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 $517,572. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,785
Previous 10,115
6.62%
Holding current value
$517,572
Previous $490,000
5.1%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
215Shares Held
23.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio