Entrewealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Entrewealth, LLC
- $130 Billion
- Q1 2025
A detailed history of Entrewealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Entrewealth, LLC holds 159,113 shares of DFNM stock, worth $7.53 Million. This represents 5.82% of its overall portfolio holdings.
Number of Shares
159,113
Previous 140,593
13.17%
Holding current value
$7.53 Million
Previous $6.83 Billion
10.82%
% of portfolio
5.82%
Previous 6.3%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio