Jacobi Capital Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Jacobi Capital Management LLC
- $1.59 Billion
- Q3 2025
A detailed history of Jacobi Capital Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jacobi Capital Management LLC holds 10,634 shares of DFNM stock, worth $512,665. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,634
Previous 10,556
0.74%
Holding current value
$512,665
Previous $500,000
2.0%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio