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

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 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 7,377 shares of DFNM stock, worth $350,186. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,377
Previous 5,156 43.08%
Holding current value
$350,186
Previous $245 Million 42.66%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
248
Shares Held
26.8M
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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