Ifp Advisors, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Ifp Advisors, Inc
- $3.59 Billion
- Q3 2025
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ifp Advisors, Inc holds 23,226 shares of DFNM stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,226
Previous 10,631
118.47%
Holding current value
$1.12 Million
Previous $504,000
121.03%
% of portfolio
0.03%
Previous 0.02%
Shares
17 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