Apella Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Apella Capital, LLC

$4.73 Billion
Q4 2025

A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Apella Capital, LLC holds 681,896 shares of DFNM stock, worth $32.9 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

681,896

Previous 656,842 3.81%

Holding current value

$32.9 Million

Previous $31.5 Million 4.31%

% of portfolio

0.69%

Previous 0.74%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$47.98 - $48.33 $1.2 Million - $1.21 Million	25,054 Added 3.81%	681,896 $32.9 Million
Q3 2025 Oct 17, 2025	BUY	$47.18 - $48.17 $2.14 Million - $2.19 Million	45,450 Added 7.43%	656,842 $31.5 Million
Q2 2025 Jul 08, 2025	SELL	$46.77 - $47.89 $1.5 Million - $1.54 Million	-32,091 Reduced 4.99%	611,392 $29 Million
Q1 2025 Apr 10, 2025	BUY	$47.35 - $48.24 $4.3 Million - $4.38 Million	90,834 Added 16.44%	643,483 $30.5 Million
Q4 2024 Jan 14, 2025	BUY	$47.65 - $48.6 $3.91 Million - $3.99 Million	82,046 Added 17.43%	552,649 $26.4 Million

Q3 2024 Oct 03, 2024	BUY	$47.7 - $48.54 $1.93 Million - $1.96 Million	40,446 Added 9.4%	470,603 $22.8 Million
Q2 2024 Jul 10, 2024	BUY	$47.4 - $48.0 $7.49 Million - $7.59 Million	158,030 Added 58.07%	430,157 $20.5 Million
Q1 2024 Apr 10, 2024	BUY	$48.08 - $48.49 $631,050 - $636,431	13,125 Added 5.07%	272,127 $13.1 Million
Q4 2023 Jan 05, 2024	BUY	$46.17 - $48.51 $3.35 Million - $3.52 Million	72,503 Added 38.88%	259,002 $12.6 Million
Q3 2023 Oct 10, 2023	BUY	$46.44 - $47.81 $139,459 - $143,573	3,003 Added 1.64%	186,499 $8.67 Million
Q2 2023 Jul 06, 2023	BUY	$47.15 - $48.62 $1.35 Million - $1.39 Million	28,566 Added 18.44%	183,496 $8.74 Million
Q4 2022 Jan 10, 2023	BUY	$46.51 - $48.03 $2.17 Million - $2.24 Million	46,570 Added 42.98%	154,930 $0
Q3 2022 Oct 11, 2022	BUY	$46.65 - $48.89 $1.52 Million - $1.6 Million	32,652 Added 43.13%	108,360 $5.06 Million
Q2 2022 Jul 08, 2022	BUY	$47.55 - $48.44 $3.6 Million - $3.67 Million	75,708 New	75,708 $3.64 Million

Others Institutions Holding DFNM

# of Institutions

264

Shares Held

30.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Apella Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History