Switch Point Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Switch Point Financial Planning, LLC

  • $122 Billion
  • Q2 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 34,125 shares of DFNM stock, worth $1.62 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
34,125
Previous 38,320 10.95%
Holding current value
$1.62 Million
Previous $1.82 Billion 11.21%
% of portfolio
1.33%
Previous 1.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
SELL
$46.77 - $47.89 $196,200 - $200,898
-4,195 Reduced 10.95%
34,125 $1.62 Billion
Q1 2025

Apr 29, 2025
SELL
$47.35 - $48.24 $233,009 - $237,389
-4,921 Reduced 11.38%
38,320 $1.82 Billion
Q4 2024

Feb 11, 2025
BUY
$47.65 - $48.6 $2.06 Million - $2.1 Million
43,241 New
43,241 $2.07 Billion

Others Institutions Holding DFNM

# of Institutions
248
Shares Held
26.8M
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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