Integrity Wealth Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Integrity Wealth Solutions LLC

$185 Billion
Q1 2025

A detailed history of Integrity Wealth Solutions LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Integrity Wealth Solutions LLC holds 26,028 shares of DFNM stock, worth $1.23 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

26,028

Previous 31,945 18.52%

Holding current value

$1.23 Million

Previous $1.53 Billion 18.86%

% of portfolio

0.67%

Previous 0.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$47.35 - $48.24 $280,169 - $285,436	-5,917 Reduced 18.52%	26,028 $1.24 Billion
Q4 2024 Jan 22, 2025	SELL	$47.65 - $48.6 $15,295 - $15,600	-321 Reduced 0.99%	31,945 $1.53 Billion
Q3 2024 Oct 21, 2024	SELL	$47.7 - $48.54 $271,603 - $276,386	-5,694 Reduced 15.0%	32,266 $1.57 Billion
Q2 2024 Jul 26, 2024	SELL	$47.4 - $48.0 $195,572 - $198,048	-4,126 Reduced 9.8%	37,960 $1.81 Billion
Q1 2024 Apr 18, 2024	SELL	$48.08 - $48.49 $84,957 - $85,681	-1,767 Reduced 4.03%	42,086 $2.02 Billion
Q4 2023 Feb 08, 2024	BUY	$46.17 - $48.51 $2.02 Million - $2.13 Million	43,853 New	43,853 $2.13 Billion

Others Institutions Holding DFNM

# of Institutions

251

Shares Held

28.1M

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 Integrity Wealth Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrity Wealth Solutions LLC with notifications on news.

Account

Integrity Wealth Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History