Great Oak Capital Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Great Oak Capital Partners, LLC

$399 Billion
Q4 2025

A detailed history of Great Oak Capital Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 36,264 shares of DFNM stock, worth $1.75 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

36,264

Previous 35,811 1.26%

Holding current value

$1.75 Million

Previous $1.72 Billion 1.56%

% of portfolio

0.44%

Previous 0.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	BUY	$47.98 - $48.33 $21,734 - $21,893	453 Added 1.26%	36,264 $1.75 Billion
Q3 2025 Oct 17, 2025	SELL	$47.18 - $48.17 $179,897 - $183,672	-3,813 Reduced 9.62%	35,811 $1.72 Billion
Q2 2025 Jul 15, 2025	BUY	$46.77 - $47.89 $1.41 Million - $1.44 Million	30,110 Added 316.48%	39,624 $1.88 Billion
Q4 2024 Jan 15, 2025	BUY	$47.65 - $48.6 $4,193 - $4,276	88 Added 0.93%	9,514 $453 Million
Q3 2024 Oct 08, 2024	BUY	$47.7 - $48.54 $2,766 - $2,815	58 Added 0.62%	9,426 $456 Million

Q2 2024 Aug 13, 2024	BUY	$47.4 - $48.0 $444,043 - $449,664	9,368 New	9,368 $452 Million

Others Institutions Holding DFNM

# of Institutions

262

Shares Held

29.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
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Great Oak Capital Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History