Aptus Capital Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Aptus Capital Advisors, LLC
- $12.7 Billion
- Q3 2025
A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 7,926 shares of DFNM stock, worth $382,112. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,926
Previous 7,504
5.62%
Holding current value
$382,112
Previous $355,000
7.04%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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