Northwest Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 2024
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 8,542 shares of DFNM stock, worth $408,051. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,542Holding current value
$408,051% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
205Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.8 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio