Advisor Net Financial, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Advisor Net Financial, Inc
- $1.13 Billion
- Q4 2024
A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Advisor Net Financial, Inc holds 307 shares of DFNM stock, worth $14,742. This represents 0.0% of its overall portfolio holdings.
Number of Shares
307
Previous 304
0.99%
Holding current value
$14,742
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
235Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio