Mattern Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Mattern Wealth Management LLC
- $439 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$72.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.5 Million1.71% of portfolio