Kfg Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Kfg Wealth Management, LLC
- $434 Million
- Q2 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 5,579 shares of DFNM stock, worth $263,830. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,579
Previous 5,570
0.16%
Holding current value
$263,830
Previous $264,000
-0.0%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
28.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.1 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% 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