Note Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 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 18,957 shares of DFNM stock, worth $898,561. This represents 0.74% of its overall portfolio holdings.
Number of Shares
18,957
Previous 15,059
25.88%
Holding current value
$898,561
Previous $719 Million
25.36%
% of portfolio
0.74%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
249Shares 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