Cary Street Partners Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Cary Street Partners Financial LLC
- $3.07 Trillion
- Q4 2024
A detailed history of Cary Street Partners Financial LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 45,291 shares of DFNM stock, worth $2.17 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
45,291Holding current value
$2.17 Million% of portfolio
0.07%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
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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