Envision Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025

A detailed history of Envision Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Envision Financial Planning, LLC holds 5,754 shares of DFNM stock, worth $277,400. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,754
Previous 6,526 11.83%
Holding current value
$277,400
Previous $310 Million 10.82%
% of portfolio
0.12%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$47.18 - $48.17 $36,422 - $37,187
-772 Reduced 11.83%
5,754 $276 Million
Q2 2025

Aug 14, 2025
SELL
$46.77 - $47.89 $5,191 - $5,315
-111 Reduced 1.67%
6,526 $310 Million
Q1 2025

May 14, 2025
SELL
$47.35 - $48.24 $236 - $241
-5 Reduced 0.08%
6,637 $316 Million
Q4 2024

Feb 13, 2025
BUY
$47.65 - $48.6 $32,783 - $33,436
688 Added 11.56%
6,642 $317 Million
Q3 2024

Nov 07, 2024
BUY
$47.7 - $48.54 $3,625 - $3,689
76 Added 1.29%
5,954 $289 Million
Q2 2024

Jul 30, 2024
BUY
$47.4 - $48.0 $426 - $432
9 Added 0.15%
5,878 $281 Million
Q1 2024

Apr 30, 2024
BUY
$48.08 - $48.49 $27,934 - $28,172
581 Added 10.99%
5,869 $282 Million
Q4 2023

Jan 23, 2024
SELL
$46.17 - $48.51 $215,290 - $226,202
-4,663 Reduced 46.86%
5,288 $257 Million
Q3 2023

Nov 02, 2023
BUY
$46.44 - $47.81 $462,124 - $475,757
9,951 New
9,951 $462 Million

Others Institutions Holding DFNM

# of Institutions
262
Shares Held
29.6M
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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