Oceanside Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Oceanside Advisors LLC
- $134 Billion
- Q3 2024
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 23,428 shares of DFNM stock, worth $1.12 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
23,428
Previous 23,300
0.55%
Holding current value
$1.12 Million
Previous $1.11 Billion
2.17%
% of portfolio
0.85%
Previous 0.9%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio