Parkworth Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Parkworth Wealth Management, Inc.
- $125 Billion
- Q1 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 15,258 shares of DFNM stock, worth $723,381. This represents 0.58% of its overall portfolio holdings.
Number of Shares
15,258
Previous 13,656
11.73%
Holding current value
$723,381
Previous $652 Million
11.27%
% of portfolio
0.58%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
248Shares Held
27.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio