Parkworth Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Parkworth Wealth Management, Inc.
- $139 Billion
- Q2 2025
A detailed history of Parkworth Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 16,593 shares of DFNM stock, worth $800,612. This represents 0.57% of its overall portfolio holdings.
Number of Shares
16,593
Previous 15,258
8.75%
Holding current value
$800,612
Previous $726 Million
8.43%
% of portfolio
0.57%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
256Shares Held
28.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$72 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio