Meridian Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Meridian Wealth Management, LLC
- $2.26 Billion
- Q2 2025
A detailed history of Meridian Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 8,493 shares of DFNM stock, worth $409,192. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,493Holding current value
$409,192% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
28.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
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Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio