Note Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Note Advisors, LLC
- $168 Billion
- Q3 2025
A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Note Advisors, LLC holds 39,126 shares of DFNM stock, worth $1.89 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
39,126
Previous 35,837
9.18%
Holding current value
$1.89 Million
Previous $1.7 Billion
10.44%
% of portfolio
1.12%
Previous 1.18%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% 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