Kwmg, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Kwmg, LLC

$1.05 Billion
Q2 2025

A detailed history of Kwmg, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Kwmg, LLC holds 7,710 shares of DFNM stock, worth $364,605. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,710

Holding current value

$364,605

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 15, 2025	BUY	$46.77 - $47.89 $360,596 - $369,231	7,710 New	7,710 $365,000

Others Institutions Holding DFNM

# of Institutions

251

Shares Held

28.1M

Call Options Held

Put Options Held

Truepoint, Inc.

2.74M
Shares

$129 Million
3.62% of portfolio
Foster Group, Inc.

1.5M
Shares

$71.1 Million
2.55% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$56.6 Million
0.64% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$42.6 Million
4.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

879K
Shares

$41.6 Million
1.79% of portfolio

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwmg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kwmg, LLC with notifications on news.

Account