Investmark Advisory Group LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Investmark Advisory Group LLC
- $213 Million
- Q4 2025
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Investmark Advisory Group LLC holds 22,254 shares of DFNM stock, worth $1.07 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
22,254
Previous 22,084
0.77%
Holding current value
$1.07 Million
Previous $1.06 Million
1.23%
% of portfolio
0.5%
Previous 0.5%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
268Shares Held
32.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% of portfolio
-
Symmetry Partners, LLC1.33MShares$64 Million4.34% 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