Austin Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Austin Wealth Management, LLC

$562 Billion
Q2 2025

A detailed history of Austin Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Austin Wealth Management, LLC holds 378,263 shares of DFNM stock, worth $18 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares

378,263

Previous 642,423 41.12%

Holding current value

$18 Million

Previous $30.2 Billion 40.82%

% of portfolio

3.18%

Previous 6.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$46.77 - $47.89 $12.4 Million - $12.7 Million	-264,160 Reduced 41.12%	378,263 $17.9 Billion
Q1 2025 Apr 30, 2025	BUY	$47.35 - $48.24 $1.94 Million - $1.98 Million	40,999 Added 6.82%	642,423 $30.2 Billion
Q4 2024 Feb 07, 2025	BUY	$47.65 - $48.6 $619,211 - $631,557	12,995 Added 2.21%	601,424 $28.7 Billion
Q3 2024 Oct 28, 2024	BUY	$47.7 - $48.54 $1.15 Million - $1.17 Million	24,192 Added 4.29%	588,429 $28.6 Billion
Q2 2024 Jul 31, 2024	BUY	$47.4 - $48.0 $2.3 Million - $2.33 Million	48,462 Added 9.4%	564,237 $27.1 Billion
Q1 2024 May 23, 2024	BUY	$48.08 - $48.49 $1.21 Million - $1.22 Million	25,071 Added 5.11%	515,775 $24.6 Billion
Q4 2023 Feb 21, 2024	BUY	$46.17 - $48.51 $2.61 Million - $2.75 Million	56,616 Added 13.04%	490,704 $23.7 Billion
Q3 2023 Dec 04, 2023	BUY	$46.44 - $47.81 $20.2 Million - $20.8 Million	434,088 New	434,088 $20.6 Billion

Others Institutions Holding DFNM

# of Institutions

250

Shares Held

27M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Austin Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History