Pure Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Pure Financial Advisors, LLC
- $4.25 Billion
- Q4 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 18,184 shares of DFNM stock, worth $868,649. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,184
Previous 19,337
5.96%
Holding current value
$868,649
Previous $938,000
7.46%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
207Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.8 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio