Stifel Financial Corp Dimensional ETF Tr Natl Mun Bd Transaction History
Stifel Financial Corp
- $93.7 Billion
- Q4 2024
A detailed history of Stifel Financial Corp transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Stifel Financial Corp holds 77,979 shares of DFNM stock, worth $3.74 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
77,979
Previous 100,881
22.7%
Holding current value
$3.74 Million
Previous $4.9 Million
23.92%
% of portfolio
0.0%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio