Tassel Capital Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Tassel Capital Management, Inc.
- $114 Billion
- Q1 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 60,263 shares of DFNM stock, worth $2.85 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
60,263
Previous 73,884
18.44%
Holding current value
$2.85 Million
Previous $3.53 Billion
18.78%
% of portfolio
2.51%
Previous 3.13%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
242Shares Held
25.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.6 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio