A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 21,863 shares of DFNM stock, worth $1.04 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
21,863
Previous 20,329 7.55%
Holding current value
$1.04 Million
Previous $971 Million 9.28%
% of portfolio
0.75%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$47.7 - $48.54 $73,171 - $74,460
1,534 Added 7.55%
21,863 $1.06 Billion
Q2 2024

Jul 25, 2024

BUY
$47.4 - $48.0 $20,239 - $20,496
427 Added 2.15%
20,329 $971 Million
Q1 2024

May 06, 2024

BUY
$48.08 - $48.49 $192,608 - $194,250
4,006 Added 25.2%
19,902 $957 Million
Q4 2023

Feb 14, 2024

BUY
$46.17 - $48.51 $733,918 - $771,114
15,896 New
15,896 $771 Million

Others Institutions Holding DFNM

About DIMENSIONAL ETF TR NATL MUN BD


  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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