Maryland Capital Advisors Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Maryland Capital Advisors Inc.
- $280 Million
- Q4 2025
A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 147,095 shares of DFNM stock, worth $7.09 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
147,095
Previous 135,947
8.2%
Holding current value
$7.09 Million
Previous $6.52 Million
8.72%
% of portfolio
2.54%
Previous 2.43%
Shares
13 transactions
Others Institutions Holding DFNM
# of Institutions
269Shares Held
32.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% of portfolio
-
Symmetry Partners, LLC1.33MShares$64 Million4.34% 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