Financial Engines Advisors L.L.C. Dimensional ETF Tr Natl Mun Bd Transaction History
Financial Engines Advisors L.L.C.
- $46.5 Billion
- Q1 2025
A detailed history of Financial Engines Advisors L.L.C. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 70,058 shares of DFNM stock, worth $3.31 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
70,058
Previous 59,336
18.07%
Holding current value
$3.31 Million
Previous $2.84 Million
17.53%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio