Wp Wealth LLP Dimensional ETF Tr Natl Mun Bd Transaction History

Wp Wealth LLP

$489 Billion
Q4 2024

A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wp Wealth LLP holds 19,517 shares of DFNM stock, worth $921,787. This represents 0.19% of its overall portfolio holdings.

Number of Shares

19,517

Previous 22,202 12.09%

Holding current value

$921,787

Previous $1.08 Billion 13.49%

% of portfolio

0.19%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$47.65 - $48.6 $127,940 - $130,491	-2,685 Reduced 12.09%	19,517 $932 Million
Q3 2024 Nov 13, 2024	SELL	$47.7 - $48.54 $16,170 - $16,455	-339 Reduced 1.5%	22,202 $1.08 Billion
Q2 2024 Aug 08, 2024	BUY	$47.4 - $48.0 $550,171 - $557,136	11,607 Added 106.16%	22,541 $1.08 Billion
Q1 2024 May 16, 2024	SELL	$48.08 - $48.49 $21,876 - $22,062	-455 Reduced 4.0%	10,934 $526 Million
Q4 2023 Feb 09, 2024	SELL	$46.17 - $48.51 $20,176 - $21,198	-437 Reduced 3.7%	11,389 $552 Million
Q3 2023 Oct 12, 2023	SELL	$46.44 - $47.81 $12,631 - $13,004	-272 Reduced 2.25%	11,826 $550 Million
Q2 2023 Oct 12, 2023	SELL	$47.15 - $48.62 $6,270 - $6,466	-133 Reduced 1.09%	12,098 $576 Million
Q1 2023 May 12, 2023	BUY	$47.4 - $48.69 $294,970 - $302,997	6,223 Added 103.58%	12,231 $591 Million
Q4 2022 Jan 31, 2023	BUY	$46.51 - $48.03 $279,432 - $288,564	6,008 New	6,008 $287 Million

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

26.7M

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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