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

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 10,685 shares of DFNM stock, worth $515,123. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,685
Previous 10,682 0.03%
Holding current value
$515,123
Previous $506,000 1.19%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 27, 2025
BUY
$47.18 - $48.17 $141 - $144
3 Added 0.03%
10,685 $512,000
Q2 2025

Jul 30, 2025
BUY
$46.77 - $47.89 $7,296 - $7,470
156 Added 1.48%
10,682 $506,000
Q1 2025

May 09, 2025
BUY
$47.35 - $48.24 $498,406 - $507,774
10,526 New
10,526 $500,000

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
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email