Kfg Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
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 5,606 shares of DFNM stock, worth $270,097. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,606
Previous 5,579
0.48%
Holding current value
$270,097
Previous $264,000
1.52%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
27.4MCall 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
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio