Oak Wealth Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025

A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 21,011 shares of DFNM stock, worth $1.01 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
21,011
Previous 17,239 21.88%
Holding current value
$1.01 Million
Previous $820 Million 21.52%
% of portfolio
0.64%
Previous 0.61%

Shares

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

Jul 15, 2025
BUY
$46.77 - $47.89 $176,416 - $180,641
3,772 Added 21.88%
21,011 $997 Million
Q1 2025

Apr 23, 2025
BUY
$47.35 - $48.24 $25,379 - $25,856
536 Added 3.21%
17,239 $820 Million
Q4 2024

Feb 14, 2025
BUY
$47.65 - $48.6 $795,897 - $811,765
16,703 New
16,703 $798 Million

Others Institutions Holding DFNM

# of Institutions
250
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
Track This Portfolio

Track Oak Wealth Advisors LLC Portfolio

Follow Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email