Parallel Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Parallel Advisors, LLC
- $5.28 Billion
- Q3 2025
A detailed history of Parallel Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Parallel Advisors, LLC holds 470 shares of DFNM stock, worth $22,658. This represents 0.0% of its overall portfolio holdings.
Number of Shares
470
Previous 478
1.67%
Holding current value
$22,658
Previous $22,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 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