Porter White Investment Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Porter White Investment Advisors, Inc.
- $202 Billion
- Q1 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 99,081 shares of DFNM stock, worth $4.69 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
99,081Holding current value
$4.69 Million% of portfolio
2.33%Shares
1 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$56.6 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
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First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio