Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Di Nuzzo Private Wealth, Inc.
- $617 Million
- Q1 2025
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 71,350 shares of DFNM stock, worth $3.36 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
71,350
Previous 64,750
10.19%
Holding current value
$3.36 Million
Previous $3.09 Million
9.73%
% of portfolio
0.55%
Previous 0.5%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
241Shares Held
25.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$127 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.4 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio