Porter White Investment Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Porter White Investment Advisors, Inc.
- $233 Billion
- Q3 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 160,175 shares of DFNM stock, worth $7.72 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
160,175
Previous 156,384
2.42%
Holding current value
$7.72 Million
Previous $7.42 Billion
3.61%
% of portfolio
3.3%
Previous 3.45%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
27.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio