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 $453,517. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,580
Previous 9,481
1.04%
Holding current value
$453,517
Previous $453 Million
0.62%
% of portfolio
0.26%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall 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$52.3 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio