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

Mattern Wealth Management LLC

$439 Million
Q2 2025

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 553,864 shares of DFNM stock, worth $26.3 Million. This represents 5.98% of its overall portfolio holdings.

Number of Shares

553,864

Previous 315,341 75.64%

Holding current value

$26.3 Million

Previous $15 Million 75.13%

% of portfolio

5.98%

Previous 3.59%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$46.77 - $47.89 $11.2 Million - $11.4 Million	238,523 Added 75.64%	553,864 $26.3 Million
Q1 2025 Apr 23, 2025	BUY	$47.35 - $48.24 $1.05 Million - $1.07 Million	22,253 Added 7.59%	315,341 $15 Million
Q4 2024 Jan 22, 2025	BUY	$47.65 - $48.6 $522,625 - $533,044	10,968 Added 3.89%	293,088 $14 Million
Q3 2024 Oct 21, 2024	BUY	$47.7 - $48.54 $677,149 - $689,073	14,196 Added 5.3%	282,120 $13.7 Million
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

253

Shares Held

27.7M

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