Five Oceans Advisors Dimensional ETF Tr Natl Mun Bd Transaction History
Five Oceans Advisors
- $189 Million
- Q3 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 $753,241. This represents 0.4% of its overall portfolio holdings.
Number of Shares
15,722
Previous 15,722
-0.0%
Holding current value
$753,241
Previous $751,000
1.6%
% of portfolio
0.4%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio