Meredith Wealth Planning Dimensional ETF Tr Natl Mun Bd Transaction History

Meredith Wealth Planning

  • $275 Billion
  • Q2 2025

A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Meredith Wealth Planning holds 7,775 shares of DFNM stock, worth $373,822. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,775
Previous 6,490 19.8%
Holding current value
$373,822
Previous $309 Million 19.46%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Jul 16, 2025
BUY
$46.77 - $47.89 $60,099 - $61,538
1,285 Added 19.8%
7,775 $369 Million
Q1 2025

May 07, 2025
BUY
$47.35 - $48.24 $11,837 - $12,060
250 Added 4.01%
6,490 $309 Million
Q4 2024

Jan 31, 2025
BUY
$47.65 - $48.6 $2,716 - $2,770
57 Added 0.92%
6,240 $298 Million
Q3 2024

Oct 18, 2024
BUY
$47.7 - $48.54 $65,730 - $66,888
1,378 Added 28.68%
6,183 $300 Million
Q2 2024

Jul 24, 2024
BUY
$47.4 - $48.0 $227,757 - $230,640
4,805 New
4,805 $230 Million

Others Institutions Holding DFNM

# of Institutions
249
Shares Held
27.1M
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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