Navigoe, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Navigoe, LLC

$115 Million
Q1 2025

A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Navigoe, LLC holds 4,082 shares of DFNM stock, worth $193,486. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,082

Previous 4,082 -0.0%

Holding current value

$193,486

Previous $194,000 -0.0%

% of portfolio

0.17%

Previous 0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$47.65 - $48.6 $194,507 - $198,385	4,082 New	4,082 $194,000

Others Institutions Holding DFNM

# of Institutions

249

Shares Held

26.7M

Call Options Held

Put Options Held

Truepoint, Inc.

2.64M
Shares

$125 Million
3.2% of portfolio
Foster Group, Inc.

1.5M
Shares

$71.3 Million
2.55% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$56.7 Million
0.64% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$42.7 Million
4.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

879K
Shares

$41.7 Million
1.79% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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