One Degree Advisors Inc Dimensional ETF Tr Natl Mun Bd Transaction History
One Degree Advisors Inc
- $246 Million
- Q4 2024
A detailed history of One Degree Advisors Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, One Degree Advisors Inc holds 22,569 shares of DFNM stock, worth $1.08 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
22,569
Previous 28,736
21.46%
Holding current value
$1.08 Million
Previous $1.39 Million
22.24%
% of portfolio
0.44%
Previous 0.59%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
237Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio