Wealthspan Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Wealthspan Partners, LLC

  • $205 Million
  • Q1 2025

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wealthspan Partners, LLC holds 4,224 shares of DFNM stock, worth $199,964. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,224
Previous 9,287 54.52%
Holding current value
$199,964
Previous $443,000 54.85%
% of portfolio
0.1%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$47.35 - $48.24 $239,733 - $244,239
-5,063 Reduced 54.52%
4,224 $200,000
Q2 2024

Jul 19, 2024
SELL
$47.4 - $48.0 $272,407 - $275,856
-5,747 Reduced 38.23%
9,287 $443,000
Q1 2024

Apr 29, 2024
BUY
$48.08 - $48.49 $74,812 - $75,450
1,556 Added 11.54%
15,034 $722,000
Q3 2023

Nov 01, 2023
BUY
$46.44 - $47.81 $625,918 - $644,383
13,478 New
13,478 $626,000

Others Institutions Holding DFNM

# of Institutions
252
Shares Held
26.7M
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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