Advisor Net Financial, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Advisor Net Financial, Inc
- $1.66 Billion
- Q3 2025
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 313 shares of DFNM stock, worth $15,080. This represents 0.0% of its overall portfolio holdings.
Number of Shares
313
Previous 311
0.64%
Holding current value
$15,080
Previous $14,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio