Websterrogers Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Websterrogers Financial Advisors, LLC

$309 Million
Q2 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 27,357 shares of DFNM stock, worth $1.3 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

27,357

Previous 21,189 29.11%

Holding current value

$1.3 Million

Previous $1.01 Million 29.05%

% of portfolio

0.42%

Previous 0.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$46.77 - $47.89 $288,477 - $295,385	6,168 Added 29.11%	27,357 $1.3 Million
Q1 2025 Apr 09, 2025	SELL	$47.35 - $48.24 $113,497 - $115,631	-2,397 Reduced 10.16%	21,189 $1.01 Million
Q4 2024 Jan 14, 2025	SELL	$47.65 - $48.6 $14,295 - $14,580	-300 Reduced 1.26%	23,586 $1.13 Million
Q3 2024 Oct 15, 2024	BUY	$47.7 - $48.54 $135,754 - $138,144	2,846 Added 13.53%	23,886 $1.16 Million
Q2 2024 Jul 12, 2024	SELL	$47.4 - $48.0 $149,784 - $151,680	-3,160 Reduced 13.06%	21,040 $1.01 Million
Q1 2024 May 14, 2024	BUY	$48.08 - $48.49 $606,433 - $611,604	12,613 Added 108.85%	24,200 $1.16 Million
Q4 2023 Feb 14, 2024	SELL	$46.17 - $48.51 $660,646 - $694,129	-14,309 Reduced 55.26%	11,587 $562,000
Q3 2023 Nov 01, 2023	SELL	$46.44 - $47.81 $22,616 - $23,283	-487 Reduced 1.85%	25,896 $1.2 Million
Q2 2023 Jul 26, 2023	BUY	$47.15 - $48.62 $224,669 - $231,674	4,765 Added 22.04%	26,383 $1.26 Million
Q1 2023 May 03, 2023	SELL	$47.4 - $48.69 $79,252 - $81,409	-1,672 Reduced 7.18%	21,618 $1.04 Million
Q4 2022 Feb 06, 2023	BUY	$46.51 - $48.03 $211,667 - $218,584	4,551 Added 24.29%	23,290 $1.11 Million
Q3 2022 Oct 26, 2022	SELL	$46.65 - $48.89 $142,469 - $149,310	-3,054 Reduced 14.01%	18,739 $874,000
Q2 2022 Jul 25, 2022	SELL	$47.55 - $48.44 $3.95 Million - $4.03 Million	-83,170 Reduced 79.24%	21,793 $1.05 Million
Q1 2022 Apr 14, 2022	BUY	$48.37 - $50.36 $5.08 Million - $5.29 Million	104,963 New	104,963 $5.08 Million

Others Institutions Holding DFNM

# of Institutions

249

Shares Held

27.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Websterrogers Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History