One Degree Advisors Inc Dimensional ETF Tr Natl Mun Bd Transaction History
One Degree Advisors Inc
- $237 Million
- Q3 2024
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 28,736 shares of DFNM stock, worth $1.38 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
28,736
Previous 30,121
4.6%
Holding current value
$1.38 Million
Previous $1.44 Million
3.06%
% of portfolio
0.59%
Previous 0.69%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.5 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.2 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio