New Dimensions Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
New Dimensions Wealth Management, LLC
- $100 Billion
- Q1 2025
A detailed history of New Dimensions Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 18,160 shares of DFNM stock, worth $859,512. This represents 0.86% of its overall portfolio holdings.
Number of Shares
18,160Holding current value
$859,512% of portfolio
0.86%Shares
1 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
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
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First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio