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

New Dimensions Wealth Management, LLC

  • $109 Billion
  • Q2 2025

A detailed history of New Dimensions Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 17,877 shares of DFNM stock, worth $861,313. This represents 0.77% of its overall portfolio holdings.

Number of Shares
17,877
Previous 18,160 1.56%
Holding current value
$861,313
Previous $864 Million 1.85%
% of portfolio
0.77%
Previous 0.86%

Shares

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

Aug 06, 2025
SELL
$46.77 - $47.89 $13,235 - $13,552
-283 Reduced 1.56%
17,877 $848 Million
Q1 2025

May 15, 2025
BUY
$47.35 - $48.24 $859,876 - $876,038
18,160 New
18,160 $864 Million

Others Institutions Holding DFNM

# of Institutions
251
Shares Held
27.5M
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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