Investment Advisory Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Investment Advisory Group, LLC
- $371 Million
- Q4 2025
A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Investment Advisory Group, LLC holds 5,875 shares of DFNM stock, worth $283,233. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,875Holding current value
$283,233% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
264Shares Held
30.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
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Foster Group, Inc.1.47MShares$70.7 Million2.28% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio