Colonial Trust CO / Sc Dimensional ETF Tr Natl Mun Bd Transaction History
Colonial Trust CO / Sc
- $727 Million
- Q3 2025
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 5,831 shares of DFNM stock, worth $281,112. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,831
Previous 5,921
1.52%
Holding current value
$281,112
Previous $280,000
0.36%
% of portfolio
0.04%
Previous 0.04%
Shares
11 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