Mbl Wealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Mbl Wealth, LLC
- $1.02 Billion
- Q3 2025
A detailed history of Mbl Wealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mbl Wealth, LLC holds 680,415 shares of DFNM stock, worth $32.8 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
680,415
Previous 667,113
1.99%
Holding current value
$32.8 Million
Previous $31.6 Million
3.18%
% of portfolio
3.2%
Previous 3.35%
Shares
13 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio