Wheelhouse Advisory Group LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Wheelhouse Advisory Group LLC

  • $175 Billion
  • Q1 2025

A detailed history of Wheelhouse Advisory Group LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 95,639 shares of DFNM stock, worth $4.53 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
95,639
Previous 41,060 132.92%
Holding current value
$4.53 Million
Previous $1.96 Billion 131.95%
% of portfolio
2.6%
Previous 1.16%

Shares

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

Apr 29, 2025
BUY
$47.35 - $48.24 $2.58 Million - $2.63 Million
54,579 Added 132.92%
95,639 $4.55 Billion
Q4 2024

Jan 21, 2025
BUY
$47.65 - $48.6 $1.26 Million - $1.28 Million
26,429 Added 180.64%
41,060 $1.96 Billion
Q3 2024

Oct 29, 2024
BUY
$47.7 - $48.54 $697,898 - $710,188
14,631 New
14,631 $710 Million

Others Institutions Holding DFNM

# of Institutions
241
Shares Held
25.6M
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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