Parallel Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Parallel Advisors, LLC
- $4.31 Billion
- Q1 2025
A detailed history of Parallel Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Parallel Advisors, LLC holds 475 shares of DFNM stock, worth $22,434. This represents 0.0% of its overall portfolio holdings.
Number of Shares
475
Previous 471
0.85%
Holding current value
$22,434
Previous $22,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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