Brady Martz Wealth Solutions, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Brady Martz Wealth Solutions, LLC
- $517 Billion
- Q2 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 156,680 shares of DFNM stock, worth $7.44 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
156,680
Previous 40,034
291.37%
Holding current value
$7.44 Million
Previous $1.9 Billion
290.22%
% of portfolio
1.44%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
253Shares Held
27.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio