Maryland Capital Advisors Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Maryland Capital Advisors Inc.
- $246 Million
- Q2 2025
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 126,773 shares of DFNM stock, worth $5.98 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
126,773
Previous 182,970
30.71%
Holding current value
$5.98 Million
Previous $8.7 Million
30.92%
% of portfolio
2.44%
Previous 3.96%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
253Shares Held
27.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio