Beta Wealth Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Beta Wealth Group, Inc.

  • $184 Million
  • Q2 2025

A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 8,290 shares of DFNM stock, worth $399,909. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,290
Previous 8,968 7.56%
Holding current value
$399,909
Previous $426,000 7.75%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Aug 08, 2025
SELL
$46.77 - $47.89 $31,710 - $32,469
-678 Reduced 7.56%
8,290 $393,000
Q1 2025

May 08, 2025
SELL
$47.35 - $48.24 $29,404 - $29,957
-621 Reduced 6.48%
8,968 $426,000
Q4 2024

Jan 31, 2025
BUY
$47.65 - $48.6 $23,491 - $23,959
493 Added 5.42%
9,589 $458,000
Q3 2024

Nov 01, 2024
BUY
$47.7 - $48.54 $8,729 - $8,882
183 Added 2.05%
9,096 $441,000
Q2 2024

Aug 12, 2024
BUY
$47.4 - $48.0 $19,149 - $19,392
404 Added 4.75%
8,913 $425,000
Q1 2024

May 14, 2024
BUY
$48.08 - $48.49 $45,435 - $45,823
945 Added 12.49%
8,509 $409,000
Q4 2023

Feb 09, 2024
SELL
$46.17 - $48.51 $10,111 - $10,623
-219 Reduced 2.81%
7,564 $366,000
Q3 2023

Nov 13, 2023
SELL
$46.44 - $47.81 $21,455 - $22,088
-462 Reduced 5.6%
7,783 $361,000
Q2 2023

Aug 11, 2023
BUY
$47.15 - $48.62 $2,357 - $2,431
50 Added 0.61%
8,245 $392,000
Q1 2023

May 09, 2023
BUY
$47.4 - $48.69 $388,443 - $399,014
8,195 New
8,195 $395,000

Others Institutions Holding DFNM

# of Institutions
253
Shares Held
28.7M
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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