Tassel Capital Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Tassel Capital Management, Inc.
- $130 Billion
- Q2 2025
A detailed history of Tassel Capital Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Tassel Capital Management, Inc. holds 60,980 shares of DFNM stock, worth $2.89 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
60,980
Previous 60,263
1.19%
Holding current value
$2.89 Million
Previous $2.87 Billion
0.89%
% of portfolio
2.22%
Previous 2.51%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
248Shares Held
27.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio