Rather & Kittrell, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Rather & Kittrell, Inc.
- $378 Million
- Q3 2024
A detailed history of Rather & Kittrell, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Rather & Kittrell, Inc. holds 632,168 shares of DFNM stock, worth $30.3 Million. This represents 8.12% of its overall portfolio holdings.
Number of Shares
632,168
Previous 580,239
8.95%
Holding current value
$30.3 Million
Previous $27.7 Million
10.7%
% of portfolio
8.12%
Previous 8.11%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
213Shares Held
27.3MCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH3.94MShares$189 Million11.52% of portfolio
-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio