Advisor Partners Ii, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Advisor Partners Ii, LLC
- $2.47 Billion
- Q3 2023
A detailed history of Advisor Partners Ii, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Advisor Partners Ii, LLC holds 55,304 shares of DFNM stock, worth $2.64 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
55,304
Previous 154,028
64.09%
Holding current value
$2.64 Million
Previous $7.34 Million
64.98%
% of portfolio
0.1%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
204Shares Held
22.6MCall 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