Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Hartmann Taylor Wealth Management, LLC
- $112 Billion
- Q1 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 51,450 shares of DFNM stock, worth $2.42 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
51,450Holding current value
$2.42 Million% of portfolio
2.19%Shares
1 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
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.2 Million0.64% of portfolio
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Foster Group, Inc.1.1MShares$51.9 Million2.05% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.01MShares$47.3 Million1.65% of portfolio
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First Ascent Asset Management, LLC901KShares$42.3 Million4.9% of portfolio