Beacon Pointe Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Beacon Pointe Advisors, LLC
- $8.76 Billion
- Q1 2025
A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 7,642 shares of DFNM stock, worth $360,855. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,642Holding current value
$360,855% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
28.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
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Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio