Yardley Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Yardley Wealth Management LLC

  • $183 Million
  • Q2 2025

A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Yardley Wealth Management LLC holds 280,206 shares of DFNM stock, worth $13.3 Million. This represents 7.27% of its overall portfolio holdings.

Number of Shares
280,206
Previous 297,286 5.75%
Holding current value
$13.3 Million
Previous $14.1 Million 6.02%
% of portfolio
7.27%
Previous 8.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$46.77 - $47.89 $798,831 - $817,961
-17,080 Reduced 5.75%
280,206 $13.3 Million
Q1 2025

Apr 25, 2025
SELL
$47.35 - $48.24 $547,792 - $558,088
-11,569 Reduced 3.75%
297,286 $14.1 Million
Q4 2024

Feb 10, 2025
BUY
$47.65 - $48.6 $2.69 Million - $2.75 Million
56,550 Added 22.41%
308,855 $14.8 Million
Q3 2024

Nov 08, 2024
BUY
$47.7 - $48.54 $12 Million - $12.2 Million
252,305 New
252,305 $12.2 Million

Others Institutions Holding DFNM

# of Institutions
248
Shares Held
27.9M
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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