Integrity Wealth Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Integrity Wealth Solutions LLC
- $205 Billion
- Q2 2025
A detailed history of Integrity Wealth Solutions LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Integrity Wealth Solutions LLC holds 19,366 shares of DFNM stock, worth $918,142. This represents 0.45% of its overall portfolio holdings.
Number of Shares
19,366
Previous 26,028
25.6%
Holding current value
$918,142
Previous $1.24 Billion
25.82%
% of portfolio
0.45%
Previous 0.67%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
248Shares Held
27.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio