Northwest Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Northwest Wealth Management, LLC
- $596 Million
- Q3 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 25,154 shares of DFNM stock, worth $1.21 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
25,154
Previous 21,251
18.37%
Holding current value
$1.21 Million
Previous $1.01 Million
19.76%
% of portfolio
0.2%
Previous 0.19%
Shares
5 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