Level Financial Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Level Financial Advisors, Inc.
- $327 Million
- Q3 2025
A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 5,775 shares of DFNM stock, worth $278,528. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,775
Previous 5,775
-0.0%
Holding current value
$278,528
Previous $273,000
1.47%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
28.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% 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$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio