Citrine Capital LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Citrine Capital LLC
- $215 Billion
- Q4 2025
A detailed history of Citrine Capital LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Citrine Capital LLC holds 166,538 shares of DFNM stock, worth $8.03 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
166,538
Previous 142,390
16.96%
Holding current value
$8.03 Million
Previous $6.83 Billion
17.42%
% of portfolio
3.72%
Previous 3.16%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
264Shares Held
30.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% 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