Five Oceans Advisors Dimensional ETF Tr Natl Mun Bd Transaction History
Five Oceans Advisors
- $221 Million
- Q3 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 $463,780. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,620
Previous 9,620
-0.0%
Holding current value
$463,780
Previous $456,000
1.1%
% of portfolio
0.21%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio