Cva Family Office, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Cva Family Office, LLC
- $606 Million
- Q3 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 10,115 shares of DFNM stock, worth $482,485. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,115
Previous 7,795
29.76%
Holding current value
$482,485
Previous $372,000
31.72%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio