Envision Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Envision Financial Planning, LLC

$196 Billion
Q1 2025

A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Envision Financial Planning, LLC holds 6,637 shares of DFNM stock, worth $313,797. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,637

Previous 6,642 0.08%

Holding current value

$313,797

Previous $317 Million 0.49%

% of portfolio

0.16%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$47.35 - $48.24 $236 - $241	-5 Reduced 0.08%	6,637 $316 Million
Q4 2024 Feb 13, 2025	BUY	$47.65 - $48.6 $32,783 - $33,436	688 Added 11.56%	6,642 $317 Million
Q3 2024 Nov 07, 2024	BUY	$47.7 - $48.54 $3,625 - $3,689	76 Added 1.29%	5,954 $289 Million
Q2 2024 Jul 30, 2024	BUY	$47.4 - $48.0 $426 - $432	9 Added 0.15%	5,878 $281 Million
Q1 2024 Apr 30, 2024	BUY	$48.08 - $48.49 $27,934 - $28,172	581 Added 10.99%	5,869 $282 Million
Q4 2023 Jan 23, 2024	SELL	$46.17 - $48.51 $215,290 - $226,202	-4,663 Reduced 46.86%	5,288 $257 Million
Q3 2023 Nov 02, 2023	BUY	$46.44 - $47.81 $462,124 - $475,757	9,951 New	9,951 $462 Million

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

26.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Envision Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History