Aurelius Family Office LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Aurelius Family Office LLC
- $233 Billion
- Q4 2025
A detailed history of Aurelius Family Office LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Aurelius Family Office LLC holds 69,393 shares of DFNM stock, worth $3.35 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
69,393
Previous 68,869
0.76%
Holding current value
$3.35 Million
Previous $3.3 Billion
1.29%
% of portfolio
1.44%
Previous 1.47%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
264Shares Held
30.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio