Cwm, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Cwm, LLC
- $25.1 Billion
- Q1 2025
A detailed history of Cwm, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Cwm, LLC holds 842 shares of DFNM stock, worth $39,767. This represents 0.0% of its overall portfolio holdings.
Number of Shares
842
Previous 842
-0.0%
Holding current value
$39,767
Previous $40,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio