Wheelhouse Advisory Group LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Wheelhouse Advisory Group LLC
- $203 Billion
- Q2 2025
A detailed history of Wheelhouse Advisory Group LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 119,012 shares of DFNM stock, worth $5.73 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
119,012
Previous 95,639
24.44%
Holding current value
$5.73 Million
Previous $4.55 Billion
24.07%
% of portfolio
2.78%
Previous 2.6%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.3MCall 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