Gem Asset Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Gem Asset Management, LLC
- $179 Billion
- Q1 2025
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Gem Asset Management, LLC holds 71,883 shares of DFNM stock, worth $3.39 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
71,883
Previous 73,723
2.5%
Holding current value
$3.39 Million
Previous $3.52 Billion
2.68%
% of portfolio
1.92%
Previous 1.96%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
241Shares Held
25.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$127 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.4 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio