White Wing Wealth Management Dimensional ETF Tr Natl Mun Bd Transaction History
White Wing Wealth Management
- $162 Million
- Q4 2025
A detailed history of White Wing Wealth Management transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, White Wing Wealth Management holds 12,202 shares of DFNM stock, worth $588,258. This represents 0.36% of its overall portfolio holdings.
Number of Shares
12,202
Previous 22,496
45.76%
Holding current value
$588,258
Previous $1.08 Million
45.51%
% of portfolio
0.36%
Previous 0.68%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
261Shares Held
30MCall 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