Physician Wealth Solutions Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Physician Wealth Solutions Inc.

$229 Billion
Q3 2025

A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 16,067 shares of DFNM stock, worth $774,108. This represents 0.34% of its overall portfolio holdings.

Number of Shares

16,067

Previous 23,538 31.74%

Holding current value

$774,108

Previous $1.12 Billion 30.95%

% of portfolio

0.34%

Previous 0.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$47.18 - $48.17 $352,481 - $359,878	-7,471 Reduced 31.74%	16,067 $771 Million
Q2 2025 Jul 11, 2025	SELL	$46.77 - $47.89 $93,540 - $95,780	-2,000 Reduced 7.83%	23,538 $1.12 Billion
Q1 2025 May 06, 2025	SELL	$47.35 - $48.24 $16,951 - $17,269	-358 Reduced 1.38%	25,538 $1.21 Billion
Q2 2024 Jul 15, 2024	SELL	$47.4 - $48.0 $20,950 - $21,216	-442 Reduced 1.68%	25,896 $1.24 Billion
Q1 2024 Apr 22, 2024	SELL	$48.08 - $48.49 $47,743 - $48,150	-993 Reduced 3.63%	26,338 $1.27 Billion
Q4 2023 Jan 09, 2024	BUY	$46.17 - $48.51 $1.26 Million - $1.33 Million	27,331 New	27,331 $1.33 Billion

Others Institutions Holding DFNM

# of Institutions

250

Shares Held

27.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Physician Wealth Solutions Inc. Dimensional ETF Tr Natl Mun Bd Transaction History