Meredith Wealth Planning Dimensional ETF Tr Natl Mun Bd Transaction History

Meredith Wealth Planning

  • $210 Billion
  • Q3 2024

A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Meredith Wealth Planning holds 6,183 shares of DFNM stock, worth $295,918. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,183
Previous 4,805 28.68%
Holding current value
$295,918
Previous $230 Million 30.77%
% of portfolio
0.14%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$47.7 - $48.54 $65,730 - $66,888
1,378 Added 28.68%
6,183 $300 Million
Q2 2024

Jul 24, 2024
BUY
$47.4 - $48.0 $227,757 - $230,640
4,805 New
4,805 $230 Million

Others Institutions Holding DFNM

# of Institutions
185
Shares Held
21.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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