Navigoe, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Navigoe, LLC

$157 Million
Q3 2025

A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Navigoe, LLC holds 4,082 shares of DFNM stock, worth $196,793. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,082

Previous 4,082 -0.0%

Holding current value

$196,793

Previous $193,000 1.04%

% of portfolio

0.12%

Previous 0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$47.65 - $48.6 $194,507 - $198,385	4,082 New	4,082 $194,000

Others Institutions Holding DFNM

# of Institutions

262

Shares Held

29.7M

Call Options Held

Put Options Held

Truepoint, Inc.

2.86M
Shares

$138 Million
3.28% of portfolio
Foster Group, Inc.

1.49M
Shares

$71.9 Million
2.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.7 Million
0.64% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.4 Million
4.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

865K
Shares

$41.7 Million
1.61% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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