Cva Family Office, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Cva Family Office, LLC
- $550 Million
- Q2 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 7,795 shares of DFNM stock, worth $378,525. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,795
Previous 4,125
88.97%
Holding current value
$378,525
Previous $198,000
87.88%
% of portfolio
0.07%
Previous 0.04%
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