White Wing Wealth Management Dimensional ETF Tr Natl Mun Bd Transaction History
White Wing Wealth Management
- $146 Million
- Q2 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 22,638 shares of DFNM stock, worth $1.07 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
22,638
Previous 22,084
2.51%
Holding current value
$1.07 Million
Previous $1.05 Million
2.19%
% of portfolio
0.74%
Previous 0.79%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
28.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.1 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio