Hb Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Hb Wealth Management, LLC
- $15 Billion
- Q4 2025
A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Hb Wealth Management, LLC holds 55,830 shares of DFNM stock, worth $2.69 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
55,830
Previous 55,830
-0.0%
Holding current value
$2.69 Million
Previous $2.68 Million
0.49%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
269Shares Held
32.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% of portfolio
-
Symmetry Partners, LLC1.33MShares$64 Million4.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio