Bwm Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Bwm Planning, LLC holds 6,673 shares of DFNM stock, worth $318,435. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,673

Holding current value

$318,435

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$47.7 - $48.54 $318,302 - $323,907	6,673 New	6,673 $324 Million

Others Institutions Holding DFNM

# of Institutions

202

Shares Held

22.1M

Call Options Held

Put Options Held

Truepoint, Inc.

2.61M
Shares

$125 Million
3.47% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.1 Million
0.64% of portfolio
Foster Group, Inc.

1.19M
Shares

$57 Million
2.25% of portfolio
Geo Wealth Management, LLC Chicago, IL

958K
Shares

$45.7 Million
1.71% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43 Million
4.9% of portfolio

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account