Strathmore Capital Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Strathmore Capital Advisors, Inc.
- $244 Billion
- Q3 2025
A detailed history of Strathmore Capital Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Strathmore Capital Advisors, Inc. holds 231,311 shares of DFNM stock, worth $11.1 Million. This represents 4.55% of its overall portfolio holdings.
Number of Shares
231,311
Previous 259,734
10.94%
Holding current value
$11.1 Million
Previous $12.3 Billion
10.01%
% of portfolio
4.55%
Previous 5.45%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
248Shares Held
27MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$72.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.5 Million1.71% of portfolio