Financial Engines Advisors L.L.C. Dimensional ETF Tr Natl Mun Bd Transaction History
Financial Engines Advisors L.L.C.
- $52.2 Billion
- Q3 2025
A detailed history of Financial Engines Advisors L.L.C. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 48,174 shares of DFNM stock, worth $2.32 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
48,174
Previous 35,029
37.53%
Holding current value
$2.32 Million
Previous $1.66 Million
39.13%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.7MCall 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