Jdh Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Jdh Wealth Management, LLC
- $117 Billion
- Q1 2025
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 14,523 shares of DFNM stock, worth $687,083. This represents 0.59% of its overall portfolio holdings.
Number of Shares
14,523
Previous 4,334
235.09%
Holding current value
$687,083
Previous $207 Million
233.69%
% of portfolio
0.59%
Previous 0.18%
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$52.2 Million2.05% 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