Summit Wealth Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Summit Wealth Group, LLC

$342 Million
Q1 2025

A detailed history of Summit Wealth Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Summit Wealth Group, LLC holds 5,061 shares of DFNM stock, worth $239,537. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,061

Holding current value

$239,537

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$47.35 - $48.24 $239,638 - $244,142	5,061 New	5,061 $241,000

Others Institutions Holding DFNM

# of Institutions

242

Shares Held

25.6M

Call Options Held

Put Options Held

Truepoint, Inc.

2.7M
Shares

$128 Million
3.53% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$56.6 Million
0.64% of portfolio
Foster Group, Inc.

1.1M
Shares

$52.3 Million
2.05% of portfolio
Geo Wealth Management, LLC Chicago, IL

1.01M
Shares

$47.6 Million
1.65% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$42.6 Million
4.9% of portfolio

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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Summit Wealth Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History