Five Oceans Advisors Dimensional ETF Tr Natl Mun Bd Transaction History
Five Oceans Advisors
- $188 Million
- Q1 2025
A detailed history of Five Oceans Advisors transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Five Oceans Advisors holds 9,620 shares of DFNM stock, worth $454,352. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,620
Previous 15,722
38.81%
Holding current value
$454,352
Previous $751,000
39.15%
% of portfolio
0.24%
Previous 0.38%
Shares
6 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