Mpwm Advisory Solutions, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Mpwm Advisory Solutions, LLC
- $158 Billion
- Q2 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 412 shares of DFNM stock, worth $19,850. This represents 0.01% of its overall portfolio holdings.
Number of Shares
412
Previous 412
-0.0%
Holding current value
$19,850
Previous $19.6 Million
0.3%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
27.5MCall 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