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

Sterling Wealth Advisors Inc

  • $157 Billion
  • Q3 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 18,461 shares of DFNM stock, worth $889,450. This represents 0.57% of its overall portfolio holdings.

Number of Shares
18,461
Previous 18,086 2.07%
Holding current value
$889,450
Previous $858 Million 3.88%
% of portfolio
0.57%
Previous 0.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$47.18 - $48.17 $17,692 - $18,063
375 Added 2.07%
18,461 $891 Million
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
251
Shares Held
27.5M
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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