Bwm Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Bwm Planning, LLC holds 10,726 shares of DFNM stock, worth $517,100. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,726
Previous 6,853 56.52%
Holding current value
$517,100
Previous $326 Million 57.86%
% of portfolio
0.15%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$47.18 - $48.17 $182,728 - $186,562
3,873 Added 56.52%
10,726 $515 Million
Q1 2025

May 14, 2025
SELL
$47.35 - $48.24 $25,426 - $25,904
-537 Reduced 7.27%
6,853 $326 Million
Q4 2024

Jan 22, 2025
BUY
$47.65 - $48.6 $34,165 - $34,846
717 Added 10.74%
7,390 $353 Million
Q3 2024

Oct 09, 2024
BUY
$47.7 - $48.54 $318,302 - $323,907
6,673 New
6,673 $324 Million

Others Institutions Holding DFNM

# of Institutions
262
Shares Held
29.6M
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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