Ever Source Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,215 shares of DFNM stock, worth $444,255. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,215
Previous 9,075 1.54%
Holding current value
$444,255
Previous $430,000 2.79%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 10, 2025
BUY
$47.18 - $48.17 $6,605 - $6,743
140 Added 1.54%
9,215 $442,000
Q2 2025

Aug 13, 2025
BUY
$46.77 - $47.89 $424,437 - $434,601
9,075 New
9,075 $430,000

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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