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

Geo Wealth Management, LLC

$2.58 Billion
Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Geo Wealth Management, LLC holds 864,504 shares of DFNM stock, worth $41.7 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

864,504

Previous 862,408 0.24%

Holding current value

$41.7 Million

Previous $40.9 Million 1.4%

% of portfolio

1.61%

Previous 1.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$47.18 - $48.17 $98,889 - $100,964	2,096 Added 0.24%	864,504 $41.5 Million
Q2 2025 Aug 13, 2025	SELL	$46.77 - $47.89 $776,007 - $794,590	-16,592 Reduced 1.89%	862,408 $40.9 Million
Q1 2025 May 09, 2025	SELL	$47.35 - $48.24 $6.04 Million - $6.15 Million	-127,570 Reduced 12.67%	879,000 $41.8 Million
Q4 2024 Feb 13, 2025	BUY	$47.65 - $48.6 $2.3 Million - $2.35 Million	48,339 Added 5.04%	1,006,570 $48.1 Million
Q3 2024 Nov 12, 2024	BUY	$47.7 - $48.54 $3.51 Million - $3.57 Million	73,626 Added 8.32%	958,231 $46.5 Million
Q2 2024 Aug 12, 2024	SELL	$47.4 - $48.0 $2.24 Million - $2.27 Million	-47,259 Reduced 5.07%	884,605 $42.3 Million
Q1 2024 May 15, 2024	BUY	$48.08 - $48.49 $44.8 Million - $45.2 Million	931,864 New	931,864 $44.8 Million

Others Institutions Holding DFNM

# of Institutions

261

Shares Held

29.5M

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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

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