Mattern Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Mattern Wealth Management LLC

  • $402 Million
  • Q2 2024

A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mattern Wealth Management LLC holds 267,924 shares of DFNM stock, worth $13 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares
267,924
Previous 268,988 0.4%
Holding current value
$13 Million
Previous $12.9 Million 1.06%
% of portfolio
3.19%
Previous 3.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$47.4 - $48.0 $50,433 - $51,072
-1,064 Reduced 0.4%
267,924 $12.8 Million
Q1 2024

May 13, 2024
BUY
$48.08 - $48.49 $1.33 Million - $1.34 Million
27,679 Added 11.47%
268,988 $12.9 Million
Q4 2023

Feb 12, 2024
BUY
$46.17 - $48.51 $1.38 Million - $1.46 Million
29,997 Added 14.2%
241,309 $11.7 Million
Q3 2023

Nov 01, 2023
BUY
$46.44 - $47.81 $1.08 Million - $1.11 Million
23,293 Added 12.39%
211,312 $9.82 Million
Q2 2023

Jul 26, 2023
BUY
$47.15 - $48.62 $2.72 Million - $2.81 Million
57,782 Added 44.37%
188,019 $8.96 Million
Q1 2023

May 05, 2023
BUY
$47.4 - $48.69 $3.85 Million - $3.95 Million
81,182 Added 165.49%
130,237 $6.29 Million
Q4 2022

Feb 06, 2023
BUY
$46.51 - $48.03 $133,762 - $138,134
2,876 Added 6.23%
49,055 $2.35 Million
Q3 2022

Nov 01, 2022
BUY
$46.65 - $48.89 $1.33 Million - $1.39 Million
28,435 Added 160.25%
46,179 $2.15 Million
Q2 2022

Jul 25, 2022
BUY
$47.55 - $48.44 $643,256 - $655,296
13,528 Added 320.87%
17,744 $853,000
Q1 2022

Apr 14, 2022
BUY
$48.37 - $50.36 $203,927 - $212,317
4,216 New
4,216 $204,000

Others Institutions Holding DFNM

# of Institutions
179
Shares Held
20.9M
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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