Sterling Wealth Advisors Inc Dimensional ETF Tr Natl Mun Bd Transaction History

Sterling Wealth Advisors Inc

  • $141 Billion
  • Q2 2025

A detailed history of Sterling Wealth Advisors Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 18,086 shares of DFNM stock, worth $854,020. This represents 0.61% of its overall portfolio holdings.

Number of Shares
18,086
Previous 17,522 3.22%
Holding current value
$854,020
Previous $834 Million 2.94%
% of portfolio
0.61%
Previous 0.64%

Shares

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

Jul 16, 2025
BUY
$46.77 - $47.89 $26,378 - $27,009
564 Added 3.22%
18,086 $858 Million
Q1 2025

May 12, 2025
SELL
$47.35 - $48.24 $20,076 - $20,453
-424 Reduced 2.36%
17,522 $834 Million
Q4 2024

Jan 28, 2025
BUY
$47.65 - $48.6 $855,126 - $872,175
17,946 New
17,946 $857 Million

Others Institutions Holding DFNM

# of Institutions
252
Shares Held
27.8M
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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