Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr Natl Mun Bd Transaction History

Heritage Wealth Management, Inc. /Ca/

$150 Billion
Q2 2025

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 27,888 shares of DFNM stock, worth $1.32 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

27,888

Previous 27,868 0.07%

Holding current value

$1.32 Million

Previous $1.33 Billion 0.22%

% of portfolio

0.88%

Previous 1.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$46.77 - $47.89 $935 - $957	20 Added 0.07%	27,888 $1.32 Billion
Q1 2025 Apr 30, 2025	BUY	$47.35 - $48.24 $96,357 - $98,168	2,035 Added 7.88%	27,868 $1.33 Billion
Q4 2024 Feb 11, 2025	BUY	$47.65 - $48.6 $189,170 - $192,942	3,970 Added 18.16%	25,833 $1.23 Billion
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

# of Institutions

249

Shares Held

26.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr Natl Mun Bd Transaction History