Meredith Wealth Planning Dimensional ETF Tr Natl Mun Bd Transaction History

Meredith Wealth Planning

$316 Billion
Q3 2025

A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Meredith Wealth Planning holds 19,400 shares of DFNM stock, worth $935,274. This represents 0.3% of its overall portfolio holdings.

Number of Shares

19,400

Previous 7,775 149.52%

Holding current value

$935,274

Previous $369 Million 152.39%

% of portfolio

0.3%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$47.18 - $48.17 $548,467 - $559,976	11,625 Added 149.52%	19,400 $931 Million
Q2 2025 Jul 16, 2025	BUY	$46.77 - $47.89 $60,099 - $61,538	1,285 Added 19.8%	7,775 $369 Million
Q1 2025 May 07, 2025	BUY	$47.35 - $48.24 $11,837 - $12,060	250 Added 4.01%	6,490 $309 Million
Q4 2024 Jan 31, 2025	BUY	$47.65 - $48.6 $2,716 - $2,770	57 Added 0.92%	6,240 $298 Million
Q3 2024 Oct 18, 2024	BUY	$47.7 - $48.54 $65,730 - $66,888	1,378 Added 28.68%	6,183 $300 Million

Q2 2024 Jul 24, 2024	BUY	$47.4 - $48.0 $227,757 - $230,640	4,805 New	4,805 $230 Million

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

More about DFNM

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Meredith Wealth Planning Dimensional ETF Tr Natl Mun Bd Transaction History