Kovitz Investment Group Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 216,090 shares of DFNM stock, worth $10.4 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

216,090

Previous 234,555 7.87%

Holding current value

$10.4 Million

Previous $11.1 Million 6.81%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$47.18 - $48.17 $871,178 - $889,459	-18,465 Reduced 7.87%	216,090 $10.4 Million
Q2 2025 Aug 14, 2025	BUY	$46.77 - $47.89 $10.4 Million - $10.6 Million	221,620 Added 1713.34%	234,555 $11.1 Million
Q1 2025 May 13, 2025	BUY	$47.35 - $48.24 $38,069 - $38,784	804 Added 6.63%	12,935 $615,000
Q4 2024 Aug 25, 2025	SELL	$47.65 - $48.6 $10.6 Million - $10.8 Million	-222,424 Reduced 94.83%	12,131 $579,000
Q4 2024 Feb 14, 2025	BUY	$47.65 - $48.6 $172,445 - $175,883	3,619 Added 42.52%	12,131 $579,000

Q3 2024 Nov 14, 2024	BUY	$47.7 - $48.54 $406,022 - $413,172	8,512 New	8,512 $413,000

Others Institutions Holding DFNM

# of Institutions

262

Shares Held

29.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Kovitz Investment Group Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History