Lido Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Lido Advisors, LLC

$17.8 Billion
Q2 2024

A detailed history of Lido Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Lido Advisors, LLC holds 61,500 shares of DFNM stock, worth $2.98 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

61,500

Holding current value

$2.98 Million

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$47.4 - $48.0 $2.92 Million - $2.95 Million	61,500 New	61,500 $2.94 Million

Others Institutions Holding DFNM

# of Institutions

179

Shares Held

20.9M

Call Options Held

Put Options Held

Truepoint, Inc.

2.59M
Shares

$126 Million
3.59% of portfolio
Foster Group, Inc.

1.22M
Shares

$59.2 Million
2.38% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$58 Million
0.64% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.7 Million
4.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

885K
Shares

$42.9 Million
1.92% of portfolio

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Account

Lido Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History