Life Planning Partners, Inc Dimensional ETF Tr Natl Mun Bd Transaction History

Life Planning Partners, Inc

  • $121 Million
  • Q4 2025

A detailed history of Life Planning Partners, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Life Planning Partners, Inc holds 10,070 shares of DFNM stock, worth $485,474. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,070
Previous 10,124 0.53%
Holding current value
$485,474
Previous $485,000 -0.0%
% of portfolio
0.4%
Previous 0.38%

Shares

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

Jan 16, 2026
SELL
$47.98 - $48.33 $2,590 - $2,609
-54 Reduced 0.53%
10,070 $485,000
Q3 2025

Oct 23, 2025
BUY
$47.18 - $48.17 $106,296 - $108,527
2,253 Added 28.62%
10,124 $485,000
Q2 2025

Jul 21, 2025
BUY
$46.77 - $47.89 $124,922 - $127,914
2,671 Added 51.37%
7,871 $373,000
Q4 2024

Feb 12, 2025
SELL
$47.65 - $48.6 $11.6 Million - $11.8 Million
-243,204 Reduced 97.91%
5,200 $248,000
Q4 2024

Jan 29, 2025
BUY
$47.65 - $48.6 $11.8 Million - $12.1 Million
248,404 New
248,404 $11.9 Million

Others Institutions Holding DFNM

# of Institutions
268
Shares Held
32.1M
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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