Martin Worley Group Dimensional ETF Tr Natl Mun Bd Transaction History

Martin Worley Group

$160 Billion
Q4 2024

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 9,481 shares of DFNM stock, worth $454,045. This represents 0.28% of its overall portfolio holdings.

Number of Shares

9,481

Holding current value

$454,045

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$47.65 - $48.6 $451,769 - $460,776	9,481 New	9,481 $453 Million

Others Institutions Holding DFNM

# of Institutions

227

Shares Held

24.2M

Call Options Held

Put Options Held

Truepoint, Inc.

2.7M
Shares

$129 Million
3.53% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.3 Million
0.64% of portfolio
Foster Group, Inc.

1.14M
Shares

$54.8 Million
2.17% of portfolio
Geo Wealth Management, LLC Chicago, IL

958K
Shares

$45.9 Million
1.71% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.2 Million
4.9% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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