Martin Worley Group Dimensional ETF Tr Natl Mun Bd Transaction History
Martin Worley Group
- $175 Billion
- Q1 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 9,580 shares of DFNM stock, worth $453,421. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,580
Previous 9,481
1.04%
Holding current value
$453,421
Previous $453 Million
0.62%
% of portfolio
0.26%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
241Shares Held
25.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.6 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio