Hfm Investment Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Hfm Investment Advisors, LLC
- $246 Billion
- Q3 2025
A detailed history of Hfm Investment Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Hfm Investment Advisors, LLC holds 375,124 shares of DFNM stock, worth $18.1 Million. This represents 7.3% of its overall portfolio holdings.
Number of Shares
375,124
Previous 370,076
1.36%
Holding current value
$18.1 Million
Previous $17.6 Billion
2.54%
% of portfolio
7.3%
Previous 7.72%
Shares
3 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