Bwm Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Bwm Planning, LLC holds 6,853 shares of DFNM stock, worth $324,900. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,853
Previous 7,390 7.27%
Holding current value
$324,900
Previous $353 Million 7.65%
% of portfolio
0.14%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$47.35 - $48.24 $25,426 - $25,904
-537 Reduced 7.27%
6,853 $326 Million
Q4 2024

Jan 22, 2025
BUY
$47.65 - $48.6 $34,165 - $34,846
717 Added 10.74%
7,390 $353 Million
Q3 2024

Oct 09, 2024
BUY
$47.7 - $48.54 $318,302 - $323,907
6,673 New
6,673 $324 Million

Others Institutions Holding DFNM

# of Institutions
249
Shares Held
27.9M
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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