OneDigital Investment Advisors LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1690370
OVERLAND PARK, KS
All Filings in DFNM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFNM | $1,256,245 | 26,210 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 DFNM | $1,276,119 | 26,492 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 DFNM | $1,259,475 | 26,250 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 DFNM | $1,256,230 | 26,486 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 DFNM | $1,766,654 | 37,138 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 DFNM | $1,828,587 | 38,279 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 DFNM | $1,904,127 | 39,228 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 DFNM | $1,882,711 | 39,412 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 DFNM | $1,013,015 | 21,065 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 DFNM | $1,147,649 | 23,658 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||