Northwest Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Northwest Wealth Management, LLC
- $614 Million
- Q4 2025
A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 31,662 shares of DFNM stock, worth $1.53 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
31,662
Previous 25,154
25.87%
Holding current value
$1.53 Million
Previous $1.21 Million
26.53%
% of portfolio
0.25%
Previous 0.2%
Shares
6 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
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% 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