Mc Carthy & Cox Dimensional ETF Tr Natl Mun Bd Transaction History
Mc Carthy & Cox
- $288 Billion
- Q4 2024
A detailed history of Mc Carthy & Cox transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mc Carthy & Cox holds 5,654 shares of DFNM stock, worth $268,395. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,654
Previous 8,766
35.5%
Holding current value
$268,395
Previous $426 Million
36.52%
% of portfolio
0.09%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
240Shares Held
25.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.4 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.8 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio