Roberts Glore & CO Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Roberts Glore & CO Inc
- $328 Million
- Q4 2024
A detailed history of Roberts Glore & CO Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Roberts Glore & CO Inc holds 20,600 shares of DFNM stock, worth $988,800. This represents 0.3% of its overall portfolio holdings.
Number of Shares
20,600
Previous 20,600
-0.0%
Holding current value
$988,800
Previous $999,000
1.5%
% of portfolio
0.3%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
232Shares Held
24.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio