Ifg Advisory, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Ifg Advisory, LLC
- $2.09 Billion
- Q3 2025
A detailed history of Ifg Advisory, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ifg Advisory, LLC holds 7,371 shares of DFNM stock, worth $355,355. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,371
Previous 7,423
0.7%
Holding current value
$355,355
Previous $352,000
0.28%
% of portfolio
0.02%
Previous 0.02%
Shares
7 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