Savant Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Savant Capital, LLC
- $12.3 Billion
- Q4 2024
A detailed history of Savant Capital, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Savant Capital, LLC holds 33,666 shares of DFNM stock, worth $1.58 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
33,666
Previous 40,939
17.77%
Holding current value
$1.58 Million
Previous $1.99 Million
19.07%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
239Shares Held
25.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$127 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.2 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$51.9 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.4 Million4.9% of portfolio