Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Di Nuzzo Private Wealth, Inc.
- $658 Million
- Q2 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 70,628 shares of DFNM stock, worth $3.35 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
70,628
Previous 71,350
1.01%
Holding current value
$3.35 Million
Previous $3.39 Million
1.33%
% of portfolio
0.51%
Previous 0.55%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
248Shares Held
27.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio