Kaufman Rossin Wealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Kaufman Rossin Wealth, LLC
- $192 Billion
- Q4 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 7,947 shares of DFNM stock, worth $383,124. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,947Holding current value
$383,124% of portfolio
0.2%Shares
1 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