Sterling Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Sterling Wealth Management, Inc.

  • $293 Billion
  • Q2 2025

A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 12,554 shares of DFNM stock, worth $602,968. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,554
Previous 5,870 113.87%
Holding current value
$602,968
Previous $280 Million 112.36%
% of portfolio
0.2%
Previous 0.1%

Shares

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

Aug 14, 2025
BUY
$46.77 - $47.89 $312,610 - $320,096
6,684 Added 113.87%
12,554 $595 Million
Q4 2024

Feb 14, 2025
BUY
$47.65 - $48.6 $667 - $680
14 Added 0.24%
5,870 $280 Million
Q3 2024

Nov 14, 2024
BUY
$47.7 - $48.54 $279,331 - $284,250
5,856 New
5,856 $284 Million

Others Institutions Holding DFNM

# of Institutions
250
Shares Held
27.1M
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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