Aurelius Family Office LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Aurelius Family Office LLC
- $225 Billion
- Q3 2025
A detailed history of Aurelius Family Office LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Aurelius Family Office LLC holds 68,869 shares of DFNM stock, worth $3.32 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
68,869
Previous 64,040
7.54%
Holding current value
$3.32 Million
Previous $3.04 Billion
8.79%
% of portfolio
1.47%
Previous 1.44%
Shares
4 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