Citrine Capital LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Citrine Capital LLC
- $216 Billion
- Q3 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 142,390 shares of DFNM stock, worth $6.86 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
142,390
Previous 106,685
33.47%
Holding current value
$6.86 Million
Previous $5.06 Billion
35.02%
% of portfolio
3.16%
Previous 2.69%
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