Cwm, LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Cwm, LLC
- $33.3 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
253Shares Held
28.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio