Sage Rhino Capital LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Sage Rhino Capital LLC
- $419 Million
- Q1 2025
A detailed history of Sage Rhino Capital LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sage Rhino Capital LLC holds 4,673 shares of DFNM stock, worth $220,331. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,673
Previous 4,670
0.06%
Holding current value
$220,331
Previous $223,000
0.45%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.4 Million1.79% of portfolio