Cary Street Partners Financial LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Cary Street Partners Financial LLC
- $3.85 Trillion
- Q3 2025
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 56,946 shares of DFNM stock, worth $2.75 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
56,946
Previous 54,775
3.96%
Holding current value
$2.75 Million
Previous $2.6 Billion
5.17%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio