Resonant Capital Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Resonant Capital Advisors, LLC
- $1.69 Billion
- Q3 2025
A detailed history of Resonant Capital Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 239,065 shares of DFNM stock, worth $11.5 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
239,065
Previous 216,429
10.46%
Holding current value
$11.5 Million
Previous $10.3 Million
11.74%
% of portfolio
0.68%
Previous 0.67%
Shares
14 transactions
Others Institutions Holding DFNM
# of Institutions
261Shares Held
30MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% 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