Forteris Wealth Management Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Forteris Wealth Management Inc.
- $102 Billion
- Q4 2025
A detailed history of Forteris Wealth Management Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Forteris Wealth Management Inc. holds 11,915 shares of DFNM stock, worth $574,422. This represents 0.56% of its overall portfolio holdings.
Number of Shares
11,915Holding current value
$574,422% of portfolio
0.56%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
264Shares Held
30.4MCall 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