Jdh Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Jdh Wealth Management, LLC
- $141 Billion
- Q3 2025
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 9,016 shares of DFNM stock, worth $434,661. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,016
Previous 7,511
20.04%
Holding current value
$434,661
Previous $356 Million
21.43%
% of portfolio
0.31%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% 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
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio