Brady Martz Wealth Solutions, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Brady Martz Wealth Solutions, LLC
- $442 Billion
- Q1 2025
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 40,034 shares of DFNM stock, worth $1.89 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
40,034
Previous 15,266
162.24%
Holding current value
$1.89 Million
Previous $727 Million
162.13%
% of portfolio
0.43%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio