Mai Capital Management Dimensional ETF Tr Natl Mun Bd Transaction History

Mai Capital Management

$15.6 Billion
Q3 2025

A detailed history of Mai Capital Management transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mai Capital Management holds 745 shares of DFNM stock, worth $35,946. This represents 0.0% of its overall portfolio holdings.

Number of Shares

745

Holding current value

$35,946

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 10, 2025	BUY	$47.18 - $48.17 $35,149 - $35,886	745 New	745 $35,000

Others Institutions Holding DFNM

# of Institutions

256

Shares Held

28.9M

Call Options Held

Put Options Held

Truepoint, Inc.

2.64M
Shares

$127 Million
3.2% of portfolio
Foster Group, Inc.

1.49M
Shares

$72 Million
2.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.7 Million
0.64% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.5 Million
4.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

862K
Shares

$41.6 Million
1.71% of portfolio

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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Mai Capital Management Dimensional ETF Tr Natl Mun Bd Transaction History