New Edge Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, New Edge Advisors, LLC holds 28,171 shares of DFNM stock, worth $1.35 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

28,171

Previous 26,937 4.58%

Holding current value

$1.35 Million

Previous $1.28 Million 4.29%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$46.77 - $47.89 $57,714 - $59,096	1,234 Added 4.58%	28,171 $1.34 Million
Q1 2025 May 15, 2025	BUY	$47.35 - $48.24 $786,625 - $801,411	16,613 Added 160.92%	26,937 $1.28 Million
Q4 2024 Feb 13, 2025	BUY	$47.65 - $48.6 $96,157 - $98,074	2,018 Added 24.3%	10,324 $493,000
Q3 2024 Nov 14, 2024	SELL	$47.7 - $48.54 $44,694 - $45,481	-937 Reduced 10.14%	8,306 $403,000
Q2 2024 Aug 15, 2024	SELL	$47.4 - $48.0 $119,922 - $121,440	-2,530 Reduced 21.49%	9,243 $441,000
Q4 2023 Feb 13, 2024	BUY	$46.17 - $48.51 $543,559 - $571,108	11,773 New	11,773 $571,000

Others Institutions Holding DFNM

# of Institutions

250

Shares Held

27.1M

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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account

New Edge Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History