Hfm Investment Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Hfm Investment Advisors, LLC
- $206 Billion
- Q1 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 364,661 shares of DFNM stock, worth $17.3 Million. This represents 8.41% of its overall portfolio holdings.
Number of Shares
364,661Holding current value
$17.3 Million% of portfolio
8.41%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
249Shares Held
26.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
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First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio