Porter White Investment Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Porter White Investment Advisors, Inc.

$244 Billion
Q4 2025

A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 168,955 shares of DFNM stock, worth $8.15 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares

168,955

Previous 160,175 5.48%

Holding current value

$8.15 Million

Previous $7.69 Billion 5.9%

% of portfolio

3.34%

Previous 3.3%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$47.98 - $48.33 $421,264 - $424,337	8,780 Added 5.48%	168,955 $8.14 Billion
Q3 2025 Oct 22, 2025	BUY	$47.18 - $48.17 $178,859 - $182,612	3,791 Added 2.42%	160,175 $7.69 Billion
Q2 2025 Jul 17, 2025	BUY	$46.77 - $47.89 $2.68 Million - $2.74 Million	57,303 Added 57.83%	156,384 $7.42 Billion
Q1 2025 May 30, 2025	BUY	$47.35 - $48.24 $4.69 Million - $4.78 Million	99,081 New	99,081 $4.71 Billion
Q4 2024 Jun 16, 2025	SELL	$47.65 - $48.6 $67,329 - $68,671	-1,413 Reduced 1.43%	97,668 $4.67 Billion

Q3 2024 Jul 07, 2025	BUY	$47.7 - $48.54 $23,706 - $24,124	497 Added 0.52%	96,157 $4.67 Billion
Q2 2024 Jul 07, 2025	SELL	$47.4 - $48.0 $162,155 - $164,208	-3,421 Reduced 3.45%	95,660 $4.57 Billion
Q1 2024 Jul 15, 2025	BUY	$48.08 - $48.49 $45,916 - $46,307	955 Added 1.04%	92,545 $4.45 Billion
Q4 2023 Jul 15, 2025	SELL	$46.17 - $48.51 $1.61 Million - $1.69 Million	-34,772 Reduced 27.52%	91,590 $4.44 Billion
Q3 2023 Jul 15, 2025	BUY	$46.44 - $47.81 $579,756 - $596,860	12,484 Added 10.96%	126,362 $5.87 Billion
Q2 2023 Jul 15, 2025	BUY	$47.15 - $48.62 $86,095 - $88,780	1,826 Added 1.63%	113,878 $5.42 Billion
Q4 2022 Jul 15, 2025	BUY	$46.51 - $48.03 $603,281 - $622,997	12,971 Added 13.09%	112,052 $5.36 Billion

Others Institutions Holding DFNM

# of Institutions

268

Shares Held

32.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Porter White Investment Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History