Breakwater Capital Group Dimensional ETF Tr Natl Mun Bd Transaction History
Breakwater Capital Group
- $502 Billion
- Q4 2024
A detailed history of Breakwater Capital Group transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Breakwater Capital Group holds 5,197 shares of DFNM stock, worth $249,404. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,197
Previous 4,678
11.09%
Holding current value
$249,404
Previous $227 Million
9.33%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
215Shares Held
23.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio