Mbl Wealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Mbl Wealth, LLC

$923 Million
Q1 2025

A detailed history of Mbl Wealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mbl Wealth, LLC holds 693,911 shares of DFNM stock, worth $32.9 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares

693,911

Previous 696,946 0.44%

Holding current value

$32.9 Million

Previous $33.3 Million 0.87%

% of portfolio

3.58%

Previous 3.57%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$47.35 - $48.24 $143,707 - $146,408	-3,035 Reduced 0.44%	693,911 $33 Million
Q4 2024 Apr 21, 2025	BUY	$47.65 - $48.6 $56,608 - $57,736	1,188 Added 0.17%	696,946 $33.3 Million
Q3 2024 Jan 08, 2025	SELL	$47.7 - $48.54 $129,505 - $131,786	-2,715 Reduced 0.39%	695,758 $33.8 Million
Q2 2024 Jul 19, 2024	BUY	$47.4 - $48.0 $414,039 - $419,280	8,735 Added 1.27%	698,473 $33.4 Million
Q1 2024 Apr 22, 2024	BUY	$48.08 - $48.49 $1.82 Million - $1.83 Million	37,790 Added 5.8%	689,738 $33.2 Million
Q4 2023 Jan 18, 2024	SELL	$46.17 - $48.51 $87,492 - $91,926	-1,895 Reduced 0.29%	651,948 $31.6 Million
Q3 2023 Oct 11, 2023	BUY	$46.44 - $47.81 $2.85 Million - $2.94 Million	61,443 Added 10.37%	653,843 $30.4 Million
Q2 2023 Jul 17, 2023	BUY	$47.15 - $48.62 $10.1 Million - $10.4 Million	214,575 Added 56.79%	592,400 $28.2 Million
Q1 2023 Apr 11, 2023	BUY	$47.4 - $48.69 $6.07 Million - $6.24 Million	128,145 Added 51.32%	377,825 $18.3 Million
Q4 2022 Jan 12, 2023	BUY	$46.51 - $48.03 $9.88 Million - $10.2 Million	212,405 Added 569.83%	249,680 $11.9 Million
Q3 2022 Jan 12, 2023	BUY	$46.65 - $48.89 $1.74 Million - $1.82 Million	37,275 New	37,275 $1.74 Million

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

26.6M

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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