Envestnet Asset Management Inc Dimensional ETF Tr Natl Mun Bd Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Envestnet Asset Management Inc holds 94,608 shares of DFNM stock, worth $4.56 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

94,608

Previous 117,388 19.41%

Holding current value

$4.56 Million

Previous $5.58 Million 19.65%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$46.77 - $47.89 $1.07 Million - $1.09 Million	-22,780 Reduced 19.41%	94,608 $4.49 Million
Q1 2025 Apr 29, 2025	BUY	$47.35 - $48.24 $45,124 - $45,972	953 Added 0.82%	117,388 $5.58 Million
Q4 2024 Feb 12, 2025	BUY	$47.65 - $48.6 $284,136 - $289,801	5,963 Added 5.4%	116,435 $5.56 Million
Q3 2024 Nov 06, 2024	BUY	$47.7 - $48.54 $454,008 - $462,003	9,518 Added 9.43%	110,472 $5.36 Million
Q2 2024 Aug 08, 2024	BUY	$47.4 - $48.0 $703,605 - $712,512	14,844 Added 17.24%	100,954 $4.82 Million
Q1 2024 May 13, 2024	BUY	$48.08 - $48.49 $288,047 - $290,503	5,991 Added 7.48%	86,110 $4.14 Million
Q4 2023 Feb 13, 2024	BUY	$46.17 - $48.51 $343,366 - $360,768	7,437 Added 10.23%	80,119 $3.89 Million
Q3 2023 Nov 13, 2023	SELL	$46.44 - $47.81 $369,476 - $380,376	-7,956 Reduced 9.87%	72,682 $3.38 Million
Q2 2023 Aug 04, 2023	BUY	$47.15 - $48.62 $783,208 - $807,626	16,611 Added 25.94%	80,638 $3.84 Million
Q1 2023 May 11, 2023	BUY	$47.4 - $48.69 $75,223 - $77,271	1,587 Added 2.54%	64,027 $3.09 Million
Q4 2022 Feb 07, 2023	BUY	$46.51 - $48.03 $1.2 Million - $1.24 Million	25,767 Added 70.26%	62,440 $2.99 Million
Q3 2022 Nov 10, 2022	BUY	$46.65 - $48.89 $14,461 - $15,155	310 Added 0.85%	36,673 $1.71 Million
Q2 2022 Aug 03, 2022	BUY	$47.55 - $48.44 $815,482 - $830,746	17,150 Added 89.26%	36,363 $1.75 Million
Q1 2022 May 04, 2022	BUY	$48.37 - $50.36 $929,332 - $967,566	19,213 New	19,213 $931,000

Others Institutions Holding DFNM

# of Institutions

250

Shares Held

27.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Envestnet Asset Management Inc Dimensional ETF Tr Natl Mun Bd Transaction History