Martin Worley Group Dimensional ETF Tr Natl Mun Bd Transaction History
Martin Worley Group
- $183 Million
- Q2 2025
A detailed history of Martin Worley Group transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Martin Worley Group holds 37,726 shares of DFNM stock, worth $1.82 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
37,726
Previous 9,580
293.8%
Holding current value
$1.82 Million
Previous $456 Million
99.61%
% of portfolio
0.98%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
253Shares Held
28.8MCall 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$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio