Life Planning Partners, Inc Dimensional ETF Tr Natl Mun Bd Transaction History

Life Planning Partners, Inc

  • $120 Million
  • Q2 2025

A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Life Planning Partners, Inc holds 7,871 shares of DFNM stock, worth $373,636. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,871
Previous 5,200 51.37%
Holding current value
$373,636
Previous $247,000 51.01%
% of portfolio
0.31%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$46.77 - $47.89 $124,922 - $127,914
2,671 Added 51.37%
7,871 $373,000
Q4 2024

Feb 12, 2025
SELL
$47.65 - $48.6 $11.6 Million - $11.8 Million
-243,204 Reduced 97.91%
5,200 $248,000
Q4 2024

Jan 29, 2025
BUY
$47.65 - $48.6 $11.8 Million - $12.1 Million
248,404 New
248,404 $11.9 Million

Others Institutions Holding DFNM

# of Institutions
250
Shares Held
27M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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