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

Yardley Wealth Management LLC

$164 Million
Q3 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 284,228 shares of DFNM stock, worth $13.7 Million. This represents 8.33% of its overall portfolio holdings.

Number of Shares

284,228

Previous 280,206 1.44%

Holding current value

$13.7 Million

Previous $13.3 Million 2.61%

% of portfolio

8.33%

Previous 7.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$47.18 - $48.17 $189,757 - $193,739	4,022 Added 1.44%	284,228 $13.6 Million
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

262

Shares Held

29.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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