Aptus Capital Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Aptus Capital Advisors, LLC
- $8.9 Billion
- Q4 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 10,770 shares of DFNM stock, worth $514,913. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,770
Previous 22,357
51.83%
Holding current value
$514,913
Previous $1.09 Million
52.63%
% of portfolio
0.01%
Previous 0.02%
Shares
3 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
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.2 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.1 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio