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

Landmark Wealth Management, LLC

$226 Million
Q4 2024

A detailed history of Landmark Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 47,837 shares of DFNM stock, worth $2.29 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

47,837

Previous 46,324 3.27%

Holding current value

$2.29 Million

Previous $2.25 Million 1.6%

% of portfolio

1.01%

Previous 0.98%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$47.65 - $48.6 $72,094 - $73,531	1,513 Added 3.27%	47,837 $2.29 Million
Q3 2024 Oct 30, 2024	BUY	$47.7 - $48.54 $12,068 - $12,280	253 Added 0.55%	46,324 $2.25 Million
Q2 2024 Jul 25, 2024	SELL	$47.4 - $48.0 $92,145 - $93,312	-1,944 Reduced 4.05%	46,071 $2.2 Million
Q1 2024 Apr 24, 2024	BUY	$48.08 - $48.49 $105,535 - $106,435	2,195 Added 4.79%	48,015 $2.31 Million
Q4 2023 Jan 22, 2024	SELL	$46.17 - $48.51 $182,094 - $191,323	-3,944 Reduced 7.93%	45,820 $2.22 Million
Q3 2023 Oct 13, 2023	BUY	$46.44 - $47.81 $318,021 - $327,402	6,848 Added 15.96%	49,764 $2.31 Million
Q2 2023 Jul 14, 2023	SELL	$47.15 - $48.62 $318,781 - $328,719	-6,761 Reduced 13.61%	42,916 $2.04 Million
Q1 2023 Apr 17, 2023	BUY	$47.4 - $48.69 $629,235 - $646,359	13,275 Added 36.47%	49,677 $2.4 Million
Q4 2022 Jan 20, 2023	BUY	$46.51 - $48.03 $285,524 - $294,856	6,139 Added 20.29%	36,402 $1.74 Million
Q3 2022 Oct 24, 2022	SELL	$46.65 - $48.89 $235,395 - $246,698	-5,046 Reduced 14.29%	30,263 $1.41 Million
Q2 2022 Jul 21, 2022	SELL	$47.55 - $48.44 $401,369 - $408,882	-8,441 Reduced 19.29%	35,309 $1.7 Million
Q1 2022 Apr 26, 2022	BUY	$48.37 - $50.36 $2.12 Million - $2.2 Million	43,750 New	43,750 $2.12 Million

Others Institutions Holding DFNM

# of Institutions

239

Shares Held

25M

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 Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

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