Five Oceans Advisors Dimensional ETF Tr Natl Mun Bd Transaction History
Five Oceans Advisors
- $171 Million
- Q2 2024
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 15,722 shares of DFNM stock, worth $755,284. This represents 0.44% of its overall portfolio holdings.
Number of Shares
15,722
Previous 15,722
-0.0%
Holding current value
$755,284
Previous $756,000
0.66%
% of portfolio
0.44%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
176Shares Held
20.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.4 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.8 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.4 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio