Parallel Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Parallel Advisors, LLC
- $4.18 Billion
- Q3 2024
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 467 shares of DFNM stock, worth $22,430. This represents 0.0% of its overall portfolio holdings.
Number of Shares
467
Previous 464
0.65%
Holding current value
$22,430
Previous $22,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.3 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio