Integrated Wealthcare, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Integrated Wealthcare, LLC
- $119 Billion
- Q4 2025
A detailed history of Integrated Wealthcare, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Integrated Wealthcare, LLC holds 12,750 shares of DFNM stock, worth $614,677. This represents 0.52% of its overall portfolio holdings.
Number of Shares
12,750Holding current value
$614,677% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
30.3MCall 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