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

Bwm Planning, LLC

$374 Billion
Q4 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 44,072 shares of DFNM stock, worth $2.12 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

44,072

Previous 10,726 310.89%

Holding current value

$2.12 Million

Previous $515 Million 312.52%

% of portfolio

0.57%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$47.98 - $48.33 $1.6 Million - $1.61 Million	33,346 Added 310.89%	44,072 $2.12 Billion
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

261

Shares Held

30M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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