Arbor Fi Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Arbor Fi Advisors, LLC
- $101 Billion
- Q1 2025
A detailed history of Arbor Fi Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Arbor Fi Advisors, LLC holds 9,028 shares of DFNM stock, worth $425,399. This represents 0.43% of its overall portfolio holdings.
Number of Shares
9,028
Previous 6,847
31.85%
Holding current value
$425,399
Previous $327 Million
31.3%
% of portfolio
0.43%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
241Shares Held
25.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$127 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.4 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio