Summit Wealth Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Summit Wealth Group, LLC holds 65,072 shares of DFNM stock, worth $3.14 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
65,072
Previous 65,171 0.15%
Holding current value
$3.14 Million
Previous $3.09 Million 1.0%
% of portfolio
0.78%
Previous 0.79%

Shares

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

Oct 23, 2025
SELL
$47.18 - $48.17 $4,670 - $4,768
-99 Reduced 0.15%
65,072 $3.12 Million
Q2 2025

Aug 06, 2025
BUY
$46.77 - $47.89 $2.81 Million - $2.88 Million
60,110 Added 1187.71%
65,171 $3.09 Million
Q1 2025

May 02, 2025
BUY
$47.35 - $48.24 $239,638 - $244,142
5,061 New
5,061 $241,000

Others Institutions Holding DFNM

# of Institutions
262
Shares Held
29.7M
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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