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 $306,044. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,495
Previous 24,132
73.09%
Holding current value
$306,044
Previous $1.15 Billion
73.2%
% of portfolio
0.22%
Previous 0.86%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
241Shares Held
25.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$127 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.4 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio