Note Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Note Advisors, LLC

$113 Billion
Q4 2024

A detailed history of Note Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Note Advisors, LLC holds 15,059 shares of DFNM stock, worth $721,627. This represents 0.64% of its overall portfolio holdings.

Number of Shares

15,059

Holding current value

$721,627

% of portfolio

0.64%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$47.65 - $48.6 $717,561 - $731,867	15,059 New	15,059 $719 Million

Others Institutions Holding DFNM

# of Institutions

235

Shares Held

24.9M

Call Options Held

Put Options Held

Truepoint, Inc.

2.7M
Shares

$129 Million
3.53% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.3 Million
0.64% of portfolio
Foster Group, Inc.

1.14M
Shares

$54.8 Million
2.17% of portfolio
Geo Wealth Management, LLC Chicago, IL

1.01M
Shares

$48.2 Million
1.65% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.2 Million
4.9% of portfolio

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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