City State Bank Dimensional ETF Tr Natl Mun Bd Transaction History
City State Bank
- $280 Million
- Q4 2024
A detailed history of City State Bank transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, City State Bank holds 1,038 shares of DFNM stock, worth $49,844. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,038
Previous 1,038
-0.0%
Holding current value
$49,844
Previous $50,000
2.0%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio