Dynamic Advisor Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 9,333 shares of DFNM stock, worth $449,290. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,333
Previous 10,033
6.98%
Holding current value
$449,290
Previous $475,000
5.89%
% of portfolio
0.01%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding DFNM
# of Institutions
249Shares Held
27.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.8 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.5 Million1.71% of portfolio