J.W. Cole Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 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 8,366 shares of DFNM stock, worth $405,081. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,366
Previous 8,325
0.49%
Holding current value
$405,081
Previous $400,000
0.25%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio