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

Forza Wealth Management, LLC

  • $261 Billion
  • Q3 2025

A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Forza Wealth Management, LLC holds 99,200 shares of DFNM stock, worth $4.78 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
99,200
Previous 90,000 10.22%
Holding current value
$4.78 Million
Previous $4.27 Billion 11.5%
% of portfolio
1.82%
Previous 1.75%

Shares

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

Oct 22, 2025
BUY
$47.18 - $48.17 $434,056 - $443,164
9,200 Added 10.22%
99,200 $4.76 Billion
Q2 2025

Jul 18, 2025
BUY
$46.77 - $47.89 $4.21 Million - $4.31 Million
90,000 New
90,000 $4.27 Billion

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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