55 North Private Wealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
55 North Private Wealth, LLC
- $380 Billion
- Q4 2025
A detailed history of 55 North Private Wealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, 55 North Private Wealth, LLC holds 103,094 shares of DFNM stock, worth $4.97 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
103,094Holding current value
$4.97 Million% of portfolio
1.31%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
267Shares Held
32MCall 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
-
Symmetry Partners, LLC1.33MShares$64 Million4.34% 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