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

Jdh Wealth Management, LLC

$146 Billion
Q4 2025

A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 12,419 shares of DFNM stock, worth $598,719. This represents 0.41% of its overall portfolio holdings.

Number of Shares

12,419

Previous 9,016 37.74%

Holding current value

$598,719

Previous $433 Million 38.29%

% of portfolio

0.41%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	BUY	$47.98 - $48.33 $163,275 - $164,466	3,403 Added 37.74%	12,419 $598 Million
Q3 2025 Oct 29, 2025	BUY	$47.18 - $48.17 $71,005 - $72,495	1,505 Added 20.04%	9,016 $433 Million
Q2 2025 Aug 01, 2025	SELL	$46.77 - $47.89 $327,951 - $335,804	-7,012 Reduced 48.28%	7,511 $356 Million
Q1 2025 May 02, 2025	BUY	$47.35 - $48.24 $482,449 - $491,517	10,189 Added 235.09%	14,523 $691 Million
Q4 2024 Jan 22, 2025	BUY	$47.65 - $48.6 $206,515 - $210,632	4,334 New	4,334 $207 Million

Others Institutions Holding DFNM

# of Institutions

262

Shares Held

29.7M

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