Advisor Net Financial, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Advisor Net Financial, Inc
- $1.05 Billion
- Q2 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 302 shares of DFNM stock, worth $14,625. This represents 0.0% of its overall portfolio holdings.
Number of Shares
302
Previous 300
0.67%
Holding current value
$14,625
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.1 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio