Evanson Asset Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Evanson Asset Management, LLC
- $1.35 Billion
- Q3 2024
A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Evanson Asset Management, LLC holds 95,760 shares of DFNM stock, worth $4.6 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
95,760
Previous 99,393
3.66%
Holding current value
$4.6 Million
Previous $4.75 Million
2.11%
% of portfolio
0.34%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares 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$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.3 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio