Stifel Financial Corp Dimensional ETF Tr Natl Mun Bd Transaction History
Stifel Financial Corp
- $86.8 Billion
- Q2 2024
A detailed history of Stifel Financial Corp transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Stifel Financial Corp holds 97,636 shares of DFNM stock, worth $4.68 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
97,636
Previous 99,789
2.16%
Holding current value
$4.68 Million
Previous $4.8 Million
2.79%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
184Shares Held
21MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.4 Million1.92% of portfolio