Spring Vest Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Spring Vest Wealth Management LLC
- $136 Billion
- Q3 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 11,374 shares of DFNM stock, worth $548,340. This represents 0.4% of its overall portfolio holdings.
Number of Shares
11,374
Previous 11,374
-0.0%
Holding current value
$548,340
Previous $539 Million
1.16%
% of portfolio
0.4%
Previous 0.44%
Shares
1 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