Integrity Wealth Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Integrity Wealth Solutions LLC
- $224 Billion
- Q3 2025
A detailed history of Integrity Wealth Solutions LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Integrity Wealth Solutions LLC holds 18,022 shares of DFNM stock, worth $868,840. This represents 0.39% of its overall portfolio holdings.
Number of Shares
18,022
Previous 19,366
6.94%
Holding current value
$868,840
Previous $919 Million
5.86%
% of portfolio
0.39%
Previous 0.45%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% 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
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio