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

Dopkins Wealth Management, LLC

$230 Million
Q4 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 219,344 shares of DFNM stock, worth $10.6 Million. This represents 4.59% of its overall portfolio holdings.

Number of Shares

219,344

Previous 167,485 30.96%

Holding current value

$10.6 Million

Previous $8.04 Million 31.6%

% of portfolio

4.59%

Previous 3.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	BUY	$47.98 - $48.33 $2.49 Million - $2.51 Million	51,859 Added 30.96%	219,344 $10.6 Million
Q3 2025 Oct 14, 2025	BUY	$47.18 - $48.17 $2.28 Million - $2.33 Million	48,400 Added 40.64%	167,485 $8.04 Million
Q2 2025 Jul 17, 2025	BUY	$46.77 - $47.89 $1.95 Million - $2 Million	41,708 Added 53.9%	119,085 $5.65 Million
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

261

Shares Held

30M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.

Account

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