Dopkins Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Dopkins Wealth Management, LLC

  • $190 Million
  • Q1 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 77,377 shares of DFNM stock, worth $3.64 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
77,377
Previous 57,559 34.43%
Holding current value
$3.64 Million
Previous $2.75 Million 33.82%
% of portfolio
1.94%
Previous 1.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$47.35 - $48.24 $938,382 - $956,020
19,818 Added 34.43%
77,377 $3.68 Million
Q4 2024

Feb 10, 2025
BUY
$47.65 - $48.6 $2.55 Million - $2.6 Million
53,447 Added 1299.78%
57,559 $2.75 Million
Q3 2024

Nov 06, 2024
BUY
$47.7 - $48.54 $196,142 - $199,596
4,112 New
4,112 $199,000

Others Institutions Holding DFNM

# of Institutions
240
Shares Held
25M
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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