Elevate Wealth Advisory, Inc Dimensional ETF Tr Natl Mun Bd Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 36,699 shares of DFNM stock, worth $1.77 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

36,699

Previous 35,968 2.03%

Holding current value

$1.77 Million

Previous $1.71 Billion 3.22%

% of portfolio

1.28%

Previous 1.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$47.18 - $48.17 $34,488 - $35,212	731 Added 2.03%	36,699 $1.76 Billion
Q2 2025 Jul 23, 2025	BUY	$46.77 - $47.89 $69,126 - $70,781	1,478 Added 4.29%	35,968 $1.71 Billion
Q1 2025 May 14, 2025	SELL	$47.35 - $48.24 $321,743 - $327,790	-6,795 Reduced 16.46%	34,490 $1.64 Billion
Q4 2024 Feb 11, 2025	BUY	$47.65 - $48.6 $36,928 - $37,665	775 Added 1.91%	41,285 $1.97 Billion
Q3 2024 Nov 13, 2024	BUY	$47.7 - $48.54 $7,870 - $8,009	165 Added 0.41%	40,510 $1.97 Billion
Q2 2024 Aug 12, 2024	BUY	$47.4 - $48.0 $29,767 - $30,144	628 Added 1.58%	40,345 $1.93 Billion
Q1 2024 May 02, 2024	BUY	$48.08 - $48.49 $381,322 - $384,574	7,931 Added 24.95%	39,717 $1.91 Billion
Q4 2023 Feb 14, 2024	BUY	$46.17 - $48.51 $1.47 Million - $1.54 Million	31,786 New	31,786 $1.54 Billion

Others Institutions Holding DFNM

# of Institutions

262

Shares Held

29.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Account

Elevate Wealth Advisory, Inc Dimensional ETF Tr Natl Mun Bd Transaction History