Sage Rhino Capital LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Sage Rhino Capital LLC
- $446 Million
- Q4 2024
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 4,670 shares of DFNM stock, worth $225,187. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,670
Previous 24,312
80.79%
Holding current value
$225,187
Previous $1.18 Million
81.1%
% of portfolio
0.05%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
237Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55.2 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.5 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio