Arbor Fi Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Arbor Fi Advisors, LLC
- $114 Billion
- Q2 2025
A detailed history of Arbor Fi Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Arbor Fi Advisors, LLC holds 14,553 shares of DFNM stock, worth $689,812. This represents 0.61% of its overall portfolio holdings.
Number of Shares
14,553
Previous 9,028
61.2%
Holding current value
$689,812
Previous $429 Million
60.72%
% of portfolio
0.61%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
247Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$125 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$71.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio