Meredith Wealth Planning Dimensional ETF Tr Natl Mun Bd Transaction History
Meredith Wealth Planning
- $227 Billion
- Q1 2025
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Meredith Wealth Planning holds 6,490 shares of DFNM stock, worth $306,003. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,490
Previous 6,240
4.01%
Holding current value
$306,003
Previous $298 Million
3.56%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.4 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.4 Million1.79% of portfolio