Maryland Capital Advisors Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Maryland Capital Advisors Inc.
- $159 Million
- Q1 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 178,201 shares of DFNM stock, worth $8.51 Million. This represents 5.39% of its overall portfolio holdings.
Number of Shares
178,201
Previous 177,933
0.15%
Holding current value
$8.51 Million
Previous $8.63 Million
0.72%
% of portfolio
5.39%
Previous 5.77%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.5 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.1 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio