Morgan Stanley Dimensional ETF Tr Natl Mun Bd Transaction History
Morgan Stanley
- $1.35 Trillion
- Q3 2024
A detailed history of Morgan Stanley transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Morgan Stanley holds 10,934 shares of DFNM stock, worth $521,114. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,934
Previous 8,987
21.66%
Holding current value
$521,114
Previous $429,000
23.54%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
203Shares Held
22.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$124 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.9 Million4.9% of portfolio