Maryland Capital Advisors Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Maryland Capital Advisors Inc.
- $211 Million
- Q4 2024
A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 189,177 shares of DFNM stock, worth $9.12 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
189,177
Previous 183,545
3.07%
Holding current value
$9.12 Million
Previous $8.91 Million
1.45%
% of portfolio
4.29%
Previous 4.39%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
237Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55.2 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.5 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio