Kovitz Investment Group Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 8,512 shares of DFNM stock, worth $410,023. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,512Holding current value
$410,023% of portfolio
0.0%Shares
1 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
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57.5 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46.2 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio