Wp Wealth LLP Dimensional ETF Tr Natl Mun Bd Transaction History
Wp Wealth LLP
- $612 Billion
- Q3 2025
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wp Wealth LLP holds 24,320 shares of DFNM stock, worth $1.17 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
24,320
Previous 21,030
15.64%
Holding current value
$1.17 Million
Previous $997 Million
16.99%
% of portfolio
0.19%
Previous 0.18%
Shares
12 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