Alpha Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Alpha Financial Advisors, LLC
- $225 Billion
- Q1 2025
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 5,400 shares of DFNM stock, worth $255,258. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,400
Previous 5,400
-0.0%
Holding current value
$255,258
Previous $258 Million
0.42%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio