Resources Investment Advisors, Llc. Dimensional ETF Tr Natl Mun Bd Transaction History
Resources Investment Advisors, Llc.
- $8.37 Billion
- Q2 2025
A detailed history of Resources Investment Advisors, Llc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 26,486 shares of DFNM stock, worth $1.28 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,486
Previous 37,138
28.68%
Holding current value
$1.28 Million
Previous $1.77 Million
28.88%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
28.6MCall 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$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio