Jp Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Jp Wealth Management, Inc.
- $141 Billion
- Q4 2025
A detailed history of Jp Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 16,870 shares of DFNM stock, worth $813,302. This represents 0.57% of its overall portfolio holdings.
Number of Shares
16,870
Previous 16,870
-0.0%
Holding current value
$813,302
Previous $809 Million
0.4%
% of portfolio
0.57%
Previous 0.54%
Shares
1 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