Beacon Pointe Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Beacon Pointe Advisors, LLC
- $11.3 Billion
- Q3 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 13,592 shares of DFNM stock, worth $655,270. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,592Holding current value
$655,270% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
261Shares Held
29.5MCall 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