One Degree Advisors Inc Dimensional ETF Tr Natl Mun Bd Transaction History
One Degree Advisors Inc
- $207 Million
- Q2 2024
A detailed history of One Degree Advisors Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, One Degree Advisors Inc holds 30,121 shares of DFNM stock, worth $1.46 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
30,121
Previous 25,145
19.79%
Holding current value
$1.46 Million
Previous $1.21 Million
18.84%
% of portfolio
0.69%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
178Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.1 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio