Jp Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Jp Wealth Management, Inc.
- $149 Billion
- Q3 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 $812,796. This represents 0.54% of its overall portfolio holdings.
Number of Shares
16,870Holding current value
$812,796% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio