Roberts Glore & CO Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Roberts Glore & CO Inc
- $328 Million
- Q2 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 21,600 shares of DFNM stock, worth $1.05 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
21,600
Previous 19,600
10.2%
Holding current value
$1.05 Million
Previous $942,000
9.45%
% of portfolio
0.31%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio