Oak Wealth Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025

A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 4,959 shares of DFNM stock, worth $239,073. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,959
Previous 21,011 76.4%
Holding current value
$239,073
Previous $997 Million 76.12%
% of portfolio
0.14%
Previous 0.64%

Shares

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

Oct 24, 2025
SELL
$47.18 - $48.17 $757,333 - $773,224
-16,052 Reduced 76.4%
4,959 $238 Million
Q2 2025

Jul 15, 2025
BUY
$46.77 - $47.89 $176,416 - $180,641
3,772 Added 21.88%
21,011 $997 Million
Q1 2025

Apr 23, 2025
BUY
$47.35 - $48.24 $25,379 - $25,856
536 Added 3.21%
17,239 $820 Million
Q4 2024

Feb 14, 2025
BUY
$47.65 - $48.6 $795,897 - $811,765
16,703 New
16,703 $798 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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