Arbor Fi Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Arbor Fi Advisors, LLC
- $123 Billion
- Q3 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 16,512 shares of DFNM stock, worth $796,043. This represents 0.65% of its overall portfolio holdings.
Number of Shares
16,512
Previous 14,553
13.46%
Holding current value
$796,043
Previous $690 Million
14.78%
% of portfolio
0.65%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio