Cetera Investment Advisers Dimensional ETF Tr Natl Mun Bd Transaction History
Cetera Investment Advisers
- $80.6 Billion
- Q3 2025
A detailed history of Cetera Investment Advisers transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Cetera Investment Advisers holds 10,721 shares of DFNM stock, worth $516,859. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,721
Previous 8,076
32.75%
Holding current value
$516,859
Previous $383,000
34.2%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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