Pfg Private Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Pfg Private Wealth Management, LLC
- $207 Million
- Q3 2025
A detailed history of Pfg Private Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 18,022 shares of DFNM stock, worth $869,561. This represents 0.42% of its overall portfolio holdings.
Number of Shares
18,022Holding current value
$869,561% of portfolio
0.42%Shares
1 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
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio