Oceanside Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Oceanside Advisors LLC
- $160 Billion
- Q3 2025
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Oceanside Advisors LLC holds 7,094 shares of DFNM stock, worth $342,711. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,094
Previous 6,622
7.13%
Holding current value
$342,711
Previous $314 Million
8.37%
% of portfolio
0.21%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
258Shares Held
29.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$72 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.7 Million1.71% of portfolio