Bwm Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Bwm Planning, LLC
- $236 Billion
- Q1 2025
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Bwm Planning, LLC holds 6,853 shares of DFNM stock, worth $324,832. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,853
Previous 7,390
7.27%
Holding current value
$324,832
Previous $353 Million
7.65%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
247Shares Held
26.7MCall 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