Brady Martz Wealth Solutions, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Brady Martz Wealth Solutions, LLC
- $568 Billion
- Q4 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 199,139 shares of DFNM stock, worth $9.6 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
199,139
Previous 172,822
15.23%
Holding current value
$9.6 Million
Previous $8.29 Billion
15.68%
% of portfolio
1.69%
Previous 1.51%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
269Shares Held
32.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% of portfolio
-
Symmetry Partners, LLC1.33MShares$64 Million4.34% 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