Equitable Holdings, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Equitable Holdings, Inc.

$11.5 Billion
Q2 2025

A detailed history of Equitable Holdings, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Equitable Holdings, Inc. holds 5,370 shares of DFNM stock, worth $258,726. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,370

Holding current value

$258,726

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 15, 2025	BUY	$46.77 - $47.89 $251,154 - $257,169	5,370 New	5,370 $254,000

Others Institutions Holding DFNM

# of Institutions

250

Shares Held

27.3M

Call Options Held

Put Options Held

Truepoint, Inc.

2.64M
Shares

$127 Million
3.2% of portfolio
Foster Group, Inc.

1.49M
Shares

$71.9 Million
2.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.6 Million
0.64% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.4 Million
4.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

862K
Shares

$41.6 Million
1.71% of portfolio

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 Equitable Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Equitable Holdings, Inc. with notifications on news.

Account

Equitable Holdings, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History