One Degree Advisors Inc Dimensional ETF Tr Natl Mun Bd Transaction History
One Degree Advisors Inc
- $201 Million
- Q1 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 25,145 shares of DFNM stock, worth $1.21 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
25,145
Previous 25,583
1.71%
Holding current value
$1.21 Million
Previous $1.23 Million
1.94%
% of portfolio
0.6%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
172Shares Held
20.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.2 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.7 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.3 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio