Parallel Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Parallel Advisors, LLC
- $4.34 Billion
- Q4 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 471 shares of DFNM stock, worth $22,537. This represents 0.0% of its overall portfolio holdings.
Number of Shares
471
Previous 467
0.86%
Holding current value
$22,537
Previous $22,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
238Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$129 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.2 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.2 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio