Sage Rhino Capital LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Sage Rhino Capital LLC
- $407 Million
- Q2 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 30,600 shares of DFNM stock, worth $1.49 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
30,600
Previous 50,349
39.22%
Holding current value
$1.49 Million
Previous $2.42 Million
39.65%
% of portfolio
0.36%
Previous 0.59%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58.1 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$43 Million1.92% of portfolio