Bwm Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 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 7,390 shares of DFNM stock, worth $353,020. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,390
Previous 6,673
10.74%
Holding current value
$353,020
Previous $324 Million
8.97%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
207Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.8 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio