Jdh Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Jdh Wealth Management, LLC
- $131 Billion
- Q2 2025
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 7,511 shares of DFNM stock, worth $356,021. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,511
Previous 14,523
48.28%
Holding current value
$356,021
Previous $691 Million
48.43%
% of portfolio
0.27%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
248Shares Held
26.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$125 Million3.2% 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