Gem Asset Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Gem Asset Management, LLC
- $149 Billion
- Q1 2024
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 73,565 shares of DFNM stock, worth $3.53 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
73,565
Previous 76,565
3.92%
Holding current value
$3.53 Million
Previous $3.71 Billion
5.46%
% of portfolio
2.36%
Previous 2.58%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
176Shares Held
20.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.4 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.7 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.4 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio