Legacy Capital Wealth Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Legacy Capital Wealth Partners, LLC

  • $458 Million
  • Q4 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 8,586 shares of DFNM stock, worth $413,931. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,586
Previous 8,569 0.2%
Holding current value
$413,931
Previous $411,000 0.49%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$47.98 - $48.33 $815 - $821
17 Added 0.2%
8,586 $413,000
Q3 2025

Nov 13, 2025
BUY
$47.18 - $48.17 $11,464 - $11,705
243 Added 2.92%
8,569 $411,000
Q2 2025

Aug 13, 2025
BUY
$46.77 - $47.89 $389,407 - $398,732
8,326 New
8,326 $394,000

Others Institutions Holding DFNM

# of Institutions
264
Shares Held
30.4M
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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