Mc Carthy & Cox Dimensional ETF Tr Natl Mun Bd Transaction History
Mc Carthy & Cox
- $261 Billion
- Q2 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 10,397 shares of DFNM stock, worth $504,878. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,397
Previous 14,077
26.14%
Holding current value
$504,878
Previous $677 Million
26.64%
% of portfolio
0.19%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58.1 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$43 Million1.92% of portfolio