Jdh Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Jdh Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 4,334 shares of DFNM stock, worth $207,165. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,334Holding current value
$207,165% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
205Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.2 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.8 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio