Kfg Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Kfg Wealth Management, LLC
- $390 Million
- Q1 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 5,570 shares of DFNM stock, worth $263,461. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,570
Previous 5,570
-0.0%
Holding current value
$263,461
Previous $266,000
0.75%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% 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