Dopkins Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Dopkins Wealth Management, LLC

$213 Million
Q2 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 119,085 shares of DFNM stock, worth $5.64 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

119,085

Previous 77,377 53.9%

Holding current value

$5.64 Million

Previous $3.68 Million 53.48%

% of portfolio

2.65%

Previous 1.94%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$46.77 - $47.89 $1.95 Million - $2 Million	41,708 Added 53.9%	119,085 $5.65 Million
Q1 2025 Apr 22, 2025	BUY	$47.35 - $48.24 $938,382 - $956,020	19,818 Added 34.43%	77,377 $3.68 Million
Q4 2024 Feb 10, 2025	BUY	$47.65 - $48.6 $2.55 Million - $2.6 Million	53,447 Added 1299.78%	57,559 $2.75 Million
Q3 2024 Nov 06, 2024	BUY	$47.7 - $48.54 $196,142 - $199,596	4,112 New	4,112 $199,000

Others Institutions Holding DFNM

# of Institutions

249

Shares Held

26.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Dopkins Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History