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

Oak Wealth Advisors LLC

  • $135 Billion
  • Q1 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 17,239 shares of DFNM stock, worth $815,921. This represents 0.61% of its overall portfolio holdings.

Number of Shares
17,239
Previous 16,703 3.21%
Holding current value
$815,921
Previous $798 Million 2.78%
% of portfolio
0.61%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
242
Shares Held
25.6M
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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