J.W. Cole Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 8,060 shares of DFNM stock, worth $388,250. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,060
Previous 8,366
3.66%
Holding current value
$388,250
Previous $399,000
2.01%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.5 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.2 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio