Jacobi Capital Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Jacobi Capital Management LLC
- $1.31 Billion
- Q1 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 10,478 shares of DFNM stock, worth $495,295. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,478Holding current value
$495,295% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
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First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio