Pure Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Pure Financial Advisors, LLC
- $4.03 Billion
- Q3 2024
A detailed history of Pure Financial Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 19,337 shares of DFNM stock, worth $926,435. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,337
Previous 19,118
1.15%
Holding current value
$926,435
Previous $913,000
2.74%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares 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$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio