Level Financial Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Level Financial Advisors, Inc.
- $297 Million
- Q2 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 $272,695. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,775Holding current value
$272,695% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
27.8MCall 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
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First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio