Kfg Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 5,570 shares of DFNM stock, worth $267,582. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,570
Previous 5,570
-0.0%
Holding current value
$267,582
Previous $270,000
1.48%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
223Shares Held
24.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio