Brady Martz Wealth Solutions, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Brady Martz Wealth Solutions, LLC
- $551 Billion
- Q3 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 172,822 shares of DFNM stock, worth $8.33 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
172,822
Previous 156,680
10.3%
Holding current value
$8.33 Million
Previous $7.43 Billion
11.58%
% of portfolio
1.51%
Previous 1.44%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
260Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio