Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Hartmann Taylor Wealth Management, LLC
- $120 Billion
- Q2 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 37,250 shares of DFNM stock, worth $1.76 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
37,250
Previous 51,450
27.6%
Holding current value
$1.76 Million
Previous $2.45 Billion
27.81%
% of portfolio
1.47%
Previous 2.19%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
28.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.1 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio