Mattern Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Mattern Wealth Management LLC
- $422 Million
- Q4 2024
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mattern Wealth Management LLC holds 293,088 shares of DFNM stock, worth $14.1 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
293,088
Previous 282,120
3.89%
Holding current value
$14.1 Million
Previous $13.7 Million
2.26%
% of portfolio
3.32%
Previous 3.22%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
215Shares Held
23.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio