Porter White Investment Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Porter White Investment Advisors, Inc.
- $215 Billion
- Q2 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 156,384 shares of DFNM stock, worth $7.38 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
156,384
Previous 99,081
57.83%
Holding current value
$7.38 Million
Previous $4.71 Billion
57.37%
% of portfolio
3.45%
Previous 2.33%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
27.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio