One Degree Advisors Inc Dimensional ETF Tr Natl Mun Bd Transaction History
One Degree Advisors Inc
- $281 Million
- Q2 2025
A detailed history of One Degree Advisors Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, One Degree Advisors Inc holds 22,814 shares of DFNM stock, worth $1.08 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
22,814
Previous 22,395
1.87%
Holding current value
$1.08 Million
Previous $1.07 Million
1.6%
% of portfolio
0.39%
Previous 0.44%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
27.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio