Western Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Western Wealth Management, LLC

$1.46 Billion
Q1 2025

A detailed history of Western Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Western Wealth Management, LLC holds 11,265 shares of DFNM stock, worth $530,806. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,265

Previous 11,800 4.53%

Holding current value

$530,806

Previous $563,000 4.97%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$47.35 - $48.24 $25,332 - $25,808	-535 Reduced 4.53%	11,265 $535,000
Q4 2024 Apr 15, 2025	BUY	$47.65 - $48.6 $562,270 - $573,480	11,800 New	11,800 $563,000
Q3 2024 Nov 12, 2024	BUY	$47.7 - $48.54 $47,890 - $48,734	1,004 Added 7.53%	14,341 $696,000
Q2 2024 Jul 19, 2024	BUY	$47.4 - $48.0 $16,447 - $16,656	347 Added 2.67%	13,337 $637,000
Q1 2024 May 02, 2024	BUY	$48.08 - $48.49 $42,887 - $43,253	892 Added 7.37%	12,990 $624,000
Q4 2023 Jan 31, 2024	BUY	$46.17 - $48.51 $784 - $824	17 Added 0.14%	12,098 $586,000
Q3 2023 Nov 07, 2023	BUY	$46.44 - $47.81 $557 - $573	12 Added 0.1%	12,081 $561,000
Q2 2023 Aug 30, 2023	SELL	$47.15 - $48.62 $315,009 - $324,830	-6,681 Reduced 35.63%	12,069 $574,000
Q1 2023 Aug 30, 2023	BUY	$47.4 - $48.69 $443,379 - $455,446	9,354 Added 99.55%	18,750 $905,000
Q4 2022 Feb 02, 2023	BUY	$46.51 - $48.03 $437,007 - $451,289	9,396 New	9,396 $449,000

Others Institutions Holding DFNM

# of Institutions

241

Shares Held

25.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Western Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History