Root Financial Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Root Financial Partners, LLC holds 44,552 shares of DFNM stock, worth $2.15 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

44,552

Previous 7,377 503.93%

Holding current value

$2.15 Million

Previous $350 Million 510.96%

% of portfolio

0.13%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$47.18 - $48.17 $1.75 Million - $1.79 Million	37,175 Added 503.93%	44,552 $2.14 Billion
Q2 2025 Aug 11, 2025	BUY	$46.77 - $47.89 $103,876 - $106,363	2,221 Added 43.08%	7,377 $350 Million
Q1 2025 Apr 24, 2025	BUY	$47.35 - $48.24 $9,375 - $9,551	198 Added 3.99%	5,156 $245 Million
Q4 2024 Jan 29, 2025	BUY	$47.65 - $48.6 $857 - $874	18 Added 0.36%	4,958 $237 Million
Q3 2024 Oct 31, 2024	BUY	$47.7 - $48.54 $235,638 - $239,787	4,940 New	4,940 $240 Million

Others Institutions Holding DFNM

# of Institutions

262

Shares Held

29.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
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Root Financial Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History