Clune & Associates, Ltd. Dimensional ETF Tr Natl Mun Bd Transaction History
Clune & Associates, Ltd.
- $301 Billion
- Q4 2024
A detailed history of Clune & Associates, Ltd. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Clune & Associates, Ltd. holds 5,320 shares of DFNM stock, worth $255,094. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,320Holding current value
$255,094% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
235Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$129 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
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First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio