Advisor Net Financial, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Advisor Net Financial, Inc
- $1.27 Billion
- Q3 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 304 shares of DFNM stock, worth $14,683. This represents 0.0% of its overall portfolio holdings.
Number of Shares
304
Previous 302
0.66%
Holding current value
$14,683
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.8 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.7 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.3 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio