Strathmore Capital Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Strathmore Capital Advisors, Inc.
- $226 Billion
- Q2 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 259,734 shares of DFNM stock, worth $12.3 Million. This represents 5.45% of its overall portfolio holdings.
Number of Shares
259,734
Previous 367,620
29.35%
Holding current value
$12.3 Million
Previous $17.6 Billion
29.78%
% of portfolio
5.45%
Previous 12.78%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
253Shares Held
27.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio