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

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Hb Wealth Management, LLC holds 66,155 shares of DFNM stock, worth $3.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
66,155
Previous 22,994 187.71%
Holding current value
$3.14 Million
Previous $1.09 Million 187.01%
% of portfolio
0.03%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$46.77 - $47.89 $2.02 Million - $2.07 Million
43,161 Added 187.71%
66,155 $3.14 Million
Q1 2025

May 07, 2025
BUY
$47.35 - $48.24 $1.09 Million - $1.11 Million
22,994 New
22,994 $1.09 Million

Others Institutions Holding DFNM

# of Institutions
248
Shares Held
26.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email