New Edge Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, New Edge Advisors, LLC holds 27,825 shares of DFNM stock, worth $1.34 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
27,825
Previous 28,171
1.23%
Holding current value
$1.34 Million
Previous $1.34 Million
0.07%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% 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$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio