Cva Family Office, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Cva Family Office, LLC
- $753 Million
- Q3 2025
A detailed history of Cva Family Office, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Cva Family Office, LLC holds 10,785 shares of DFNM stock, worth $519,944. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,785
Previous 10,785
-0.0%
Holding current value
$519,944
Previous $511,000
1.17%
% of portfolio
0.07%
Previous 0.07%
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