Modera Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Modera Wealth Management, LLC

$7.91 Billion
Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Modera Wealth Management, LLC holds 69,668 shares of DFNM stock, worth $3.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

69,668

Previous 74,778 6.83%

Holding current value

$3.3 Million

Previous $3.56 Million 7.11%

% of portfolio

0.04%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$46.77 - $47.89 $238,994 - $244,717	-5,110 Reduced 6.83%	69,668 $3.3 Million
Q1 2025 May 08, 2025	SELL	$47.35 - $48.24 $81,110 - $82,635	-1,713 Reduced 2.24%	74,778 $3.56 Million
Q4 2024 Feb 05, 2025	BUY	$47.65 - $48.6 $82,005 - $83,640	1,721 Added 2.3%	76,491 $3.65 Million
Q3 2024 Oct 24, 2024	SELL	$47.7 - $48.54 $375,446 - $382,058	-7,871 Reduced 9.52%	74,770 $3.63 Million
Q2 2024 Jul 29, 2024	BUY	$47.4 - $48.0 $19,481 - $19,728	411 Added 0.5%	82,641 $3.95 Million
Q1 2024 May 14, 2024	SELL	$48.08 - $48.49 $24,136 - $24,341	-502 Reduced 0.61%	82,230 $3.95 Million
Q4 2023 Feb 14, 2024	BUY	$46.17 - $48.51 $164,365 - $172,695	3,560 Added 4.5%	82,732 $4.01 Million
Q3 2023 Nov 30, 2023	SELL	$46.44 - $47.81 $658,240 - $677,658	-14,174 Reduced 15.18%	79,172 $3.68 Million
Q3 2023 Nov 01, 2023	BUY	$46.44 - $47.81 $813,117 - $837,105	17,509 Added 23.09%	93,346 $4.34 Million
Q2 2023 Aug 07, 2023	BUY	$47.15 - $48.62 $1.13 Million - $1.17 Million	24,067 Added 46.49%	75,837 $3.61 Million
Q1 2023 May 05, 2023	BUY	$47.4 - $48.69 $300,753 - $308,938	6,345 Added 13.97%	51,770 $2.5 Million
Q4 2022 Feb 07, 2023	BUY	$46.51 - $48.03 $2.11 Million - $2.18 Million	45,425 New	45,425 $2.17 Million

Others Institutions Holding DFNM

# of Institutions

249

Shares Held

26.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Account

Modera Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History