Advisor Net Financial, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Advisor Net Financial, Inc
- $1.74 Billion
- Q4 2025
A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Advisor Net Financial, Inc holds 316 shares of DFNM stock, worth $15,234. This represents 0.0% of its overall portfolio holdings.
Number of Shares
316
Previous 313
0.96%
Holding current value
$15,234
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
264Shares Held
30.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% 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