Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 383,826 shares of DFNM stock, worth $18.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

383,826

Previous 420,114 8.64%

Holding current value

$18.2 Million

Previous $20 Million 8.91%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$46.77 - $47.89 $1.7 Million - $1.74 Million	-36,288 Reduced 8.64%	383,826 $18.2 Million
Q1 2025 Apr 16, 2025	SELL	$47.35 - $48.24 $4.02 Million - $4.1 Million	-84,918 Reduced 16.81%	420,114 $20 Million
Q4 2024 Mar 17, 2025	BUY	$47.65 - $48.6 $765,926 - $781,196	16,074 Added 3.29%	505,032 $24.1 Million
Q3 2024 Oct 23, 2024	BUY	$47.7 - $48.54 $598,205 - $608,740	12,541 Added 2.63%	488,958 $23.7 Million
Q2 2024 Jul 16, 2024	BUY	$47.4 - $48.0 $184,243 - $186,576	3,887 Added 0.82%	476,417 $22.8 Million
Q1 2024 Apr 15, 2024	BUY	$48.08 - $48.49 $17.9 Million - $18 Million	372,239 Added 371.16%	472,530 $22.7 Million
Q4 2023 Jan 30, 2024	BUY	$46.17 - $48.51 $682,946 - $717,559	14,792 Added 17.3%	100,291 $4.87 Million
Q3 2023 Nov 13, 2023	BUY	$46.44 - $47.81 $3.97 Million - $4.09 Million	85,499 New	85,499 $3.97 Million

Others Institutions Holding DFNM

# of Institutions

251

Shares Held

28.1M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History