Tassel Capital Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Tassel Capital Management, Inc.
- $113 Billion
- Q4 2024
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 73,884 shares of DFNM stock, worth $3.53 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
73,884Holding current value
$3.53 Million% of portfolio
3.13%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
239Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$129 Million3.53% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.2 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.01MShares$48.1 Million1.65% of portfolio
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First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio