Resources Investment Advisors, Llc. Dimensional ETF Tr Natl Mun Bd Transaction History
Resources Investment Advisors, Llc.
- $8.01 Billion
- Q1 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 37,138 shares of DFNM stock, worth $1.75 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
37,138
Previous 38,279
2.98%
Holding current value
$1.75 Million
Previous $1.83 Million
3.39%
% of portfolio
0.02%
Previous 0.02%
Shares
6 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$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio