David Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History

David Wealth Management LLC

  • $120 Billion
  • Q1 2025

A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, David Wealth Management LLC holds 173,079 shares of DFNM stock, worth $8.19 Million. This represents 6.89% of its overall portfolio holdings.

Number of Shares
173,079
Previous 166,489 3.96%
Holding current value
$8.19 Million
Previous $7.95 Billion 3.52%
% of portfolio
6.89%
Previous 6.57%

Shares

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

Apr 16, 2025
BUY
$47.35 - $48.24 $312,036 - $317,901
6,590 Added 3.96%
173,079 $8.23 Billion
Q4 2024

Jan 29, 2025
BUY
$47.65 - $48.6 $7.93 Million - $8.09 Million
166,489 New
166,489 $7.95 Billion

Others Institutions Holding DFNM

# of Institutions
242
Shares Held
25.6M
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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