Colonial Trust CO / Sc Dimensional ETF Tr Natl Mun Bd Transaction History
Colonial Trust CO / Sc
- $662 Million
- Q4 2024
A detailed history of Colonial Trust CO / Sc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Colonial Trust CO / Sc holds 5,913 shares of DFNM stock, worth $283,942. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,913
Previous 5,912
0.02%
Holding current value
$283,942
Previous $286,000
1.4%
% of portfolio
0.04%
Previous 0.04%
Shares
8 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