Pure Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Pure Financial Advisors, LLC
- $4.63 Billion
- Q1 2025
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 19,273 shares of DFNM stock, worth $908,721. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,273
Previous 18,184
5.99%
Holding current value
$908,721
Previous $868,000
5.53%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.4 Million1.79% of portfolio