Websterrogers Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Websterrogers Financial Advisors, LLC
- $333 Million
- Q4 2025
A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 31,698 shares of DFNM stock, worth $1.53 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
31,698
Previous 32,833
3.46%
Holding current value
$1.53 Million
Previous $1.58 Million
2.98%
% of portfolio
0.46%
Previous 0.48%
Shares
16 transactions
Others Institutions Holding DFNM
# of Institutions
260Shares Held
29.7MCall 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