Bridgeworth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Bridgeworth, LLC

$1.01 Billion
Q4 2023

A detailed history of Bridgeworth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Bridgeworth, LLC holds 12,548 shares of DFNM stock, worth $595,653. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,548

Holding current value

$595,653

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	BUY	$46.17 - $48.51 $579,341 - $608,703	12,548 New	12,548 $608,000

Others Institutions Holding DFNM

# of Institutions

239

Shares Held

25M

Call Options Held

Put Options Held

Truepoint, Inc.

2.7M
Shares

$128 Million
3.53% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$56.8 Million
0.64% of portfolio
Foster Group, Inc.

1.14M
Shares

$54.3 Million
2.17% of portfolio
Geo Wealth Management, LLC Chicago, IL

1.01M
Shares

$47.8 Million
1.65% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$42.8 Million
4.9% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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