Oceanside Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Oceanside Advisors LLC
- $138 Billion
- Q1 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 6,495 shares of DFNM stock, worth $306,758. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,495
Previous 24,132
73.09%
Holding current value
$306,758
Previous $1.15 Billion
73.2%
% of portfolio
0.22%
Previous 0.86%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio