Brady Martz Wealth Solutions, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Brady Martz Wealth Solutions, LLC
- $415 Billion
- Q4 2024
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 15,266 shares of DFNM stock, worth $729,256. This represents 0.18% of its overall portfolio holdings.
Number of Shares
15,266Holding current value
$729,256% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
204Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.8 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio