Meredith Wealth Planning Dimensional ETF Tr Natl Mun Bd Transaction History

Meredith Wealth Planning

$336 Billion
Q4 2025

A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Meredith Wealth Planning holds 43,449 shares of DFNM stock, worth $2.09 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

43,449

Previous 19,400 123.96%

Holding current value

$2.09 Million

Previous $931 Million 124.85%

% of portfolio

0.62%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$47.98 - $48.33 $1.15 Million - $1.16 Million	24,049 Added 123.96%	43,449 $2.09 Billion
Q3 2025 Oct 21, 2025	BUY	$47.18 - $48.17 $548,467 - $559,976	11,625 Added 149.52%	19,400 $931 Million
Q2 2025 Jul 16, 2025	BUY	$46.77 - $47.89 $60,099 - $61,538	1,285 Added 19.8%	7,775 $369 Million
Q1 2025 May 07, 2025	BUY	$47.35 - $48.24 $11,837 - $12,060	250 Added 4.01%	6,490 $309 Million
Q4 2024 Jan 31, 2025	BUY	$47.65 - $48.6 $2,716 - $2,770	57 Added 0.92%	6,240 $298 Million

Q3 2024 Oct 18, 2024	BUY	$47.7 - $48.54 $65,730 - $66,888	1,378 Added 28.68%	6,183 $300 Million
Q2 2024 Jul 24, 2024	BUY	$47.4 - $48.0 $227,757 - $230,640	4,805 New	4,805 $230 Million

Others Institutions Holding DFNM

# of Institutions

261

Shares Held

30M

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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Meredith Wealth Planning Dimensional ETF Tr Natl Mun Bd Transaction History