Concord Wealth Partners Dimensional ETF Tr Natl Mun Bd Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Concord Wealth Partners holds 27,861 shares of DFNM stock, worth $1.34 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
27,861
Previous 10,860 156.55%
Holding current value
$1.34 Million
Previous $516,000 156.01%
% of portfolio
0.2%
Previous 0.09%

Shares

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

Jul 25, 2025
BUY
$46.77 - $47.89 $795,136 - $814,177
17,001 Added 156.55%
27,861 $1.32 Million
Q1 2025

May 02, 2025
BUY
$47.35 - $48.24 $514,221 - $523,886
10,860 New
10,860 $516,000

Others Institutions Holding DFNM

# of Institutions
252
Shares Held
27.4M
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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