Sentinel Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Sentinel Wealth Management, Inc.
- $118 Million
- Q4 2025
A detailed history of Sentinel Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 102,851 shares of DFNM stock, worth $4.96 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
102,851
Previous 102,851
-0.0%
Holding current value
$4.96 Million
Previous $4.93 Million
0.49%
% of portfolio
4.2%
Previous 4.29%
Shares
3 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