Oceanside Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Oceanside Advisors LLC
- $150 Billion
- Q2 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 6,622 shares of DFNM stock, worth $313,882. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,622
Previous 6,495
1.96%
Holding current value
$313,882
Previous $309 Million
1.66%
% of portfolio
0.21%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
249Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$125 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$71.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio