Mc Carthy & Cox Dimensional ETF Tr Natl Mun Bd Transaction History
Mc Carthy & Cox
- $261 Billion
- Q3 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 8,766 shares of DFNM stock, worth $421,556. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,766
Previous 10,397
15.69%
Holding current value
$421,556
Previous $497 Million
14.32%
% of portfolio
0.16%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall 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.1.19MShares$57.4 Million2.25% 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