White Wing Wealth Management Dimensional ETF Tr Natl Mun Bd Transaction History
White Wing Wealth Management
- $132 Million
- Q1 2025
A detailed history of White Wing Wealth Management transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, White Wing Wealth Management holds 22,084 shares of DFNM stock, worth $1.05 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
22,084
Previous 27,543
19.82%
Holding current value
$1.05 Million
Previous $1.32 Million
20.21%
% of portfolio
0.79%
Previous 0.99%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
242Shares Held
25.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.6 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio