Alpha Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Alpha Financial Advisors, LLC
- $226 Billion
- Q3 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 4,200 shares of DFNM stock, worth $200,424. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,200
Previous 4,200
-0.0%
Holding current value
$200,424
Previous $201 Million
1.61%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio