Guardian Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Guardian Wealth Management, LLC
- $315 Billion
- Q4 2025
A detailed history of Guardian Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Guardian Wealth Management, LLC holds 148,396 shares of DFNM stock, worth $7.15 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
148,396Holding current value
$7.15 Million% of portfolio
2.27%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
30.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
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Foster Group, Inc.1.47MShares$70.7 Million2.28% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio