Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Safeguard Investment Advisory Group, LLC
- $401 Million
- Q3 2025
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 17,100 shares of DFNM stock, worth $824,391. This represents 0.2% of its overall portfolio holdings.
Number of Shares
17,100
Previous 20,202
15.35%
Holding current value
$824,391
Previous $958,000
14.41%
% of portfolio
0.2%
Previous 0.24%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% 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$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio