Aegis Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Aegis Wealth Management LLC holds 16,200 shares of DFNM stock, worth $781,002. This represents 0.44% of its overall portfolio holdings.

Number of Shares
16,200
Previous 15,000 8.0%
Holding current value
$781,002
Previous $720 Million 8.43%
% of portfolio
0.44%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$47.98 - $48.33 $57,575 - $57,996
1,200 Added 8.0%
16,200 $780 Million
Q3 2025

Nov 05, 2025
BUY
$47.18 - $48.17 $707,700 - $722,550
15,000 New
15,000 $720 Million

Others Institutions Holding DFNM

# of Institutions
261
Shares Held
30M
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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