Dynamic Advisor Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Dynamic Advisor Solutions LLC
- $3.14 Billion
- Q2 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 10,033 shares of DFNM stock, worth $473,758. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,033
Previous 11,953
16.06%
Holding current value
$473,758
Previous $568,000
16.37%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
27.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio