Hfm Investment Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Hfm Investment Advisors, LLC
- $227 Billion
- Q2 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 370,076 shares of DFNM stock, worth $17.5 Million. This represents 7.72% of its overall portfolio holdings.
Number of Shares
370,076
Previous 364,661
1.48%
Holding current value
$17.5 Million
Previous $17.3 Billion
1.19%
% of portfolio
7.72%
Previous 8.41%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
27.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio