Ifg Advisory, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Ifg Advisory, LLC
- $1.75 Billion
- Q1 2025
A detailed history of Ifg Advisory, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ifg Advisory, LLC holds 7,315 shares of DFNM stock, worth $345,780. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,315
Previous 6,632
10.3%
Holding current value
$345,780
Previous $316,000
9.81%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio