Mc Carthy & Cox Dimensional ETF Tr Natl Mun Bd Transaction History
Mc Carthy & Cox
- $288 Billion
- Q4 2024
A detailed history of Mc Carthy & Cox transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mc Carthy & Cox holds 5,654 shares of DFNM stock, worth $271,957. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,654
Previous 8,766
35.5%
Holding current value
$271,957
Previous $426 Million
36.52%
% of portfolio
0.09%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
215Shares Held
23.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio