Investmark Advisory Group LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Investmark Advisory Group LLC
- $214 Million
- Q3 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 22,084 shares of DFNM stock, worth $1.06 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
22,084
Previous 22,084
-0.0%
Holding current value
$1.06 Million
Previous $1.05 Million
1.15%
% of portfolio
0.5%
Previous 0.52%
Shares
4 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