Ever Source Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,075 shares of DFNM stock, worth $437,233. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,075Holding current value
$437,233% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio