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

Meridian Wealth Management, LLC

  • $2.53 Billion
  • Q3 2025

A detailed history of Meridian Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 10,521 shares of DFNM stock, worth $507,217. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,521
Previous 8,493 23.88%
Holding current value
$507,217
Previous $402,000 25.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2025
BUY
$47.18 - $48.17 $95,681 - $97,688
2,028 Added 23.88%
10,521 $504,000
Q2 2025

Aug 08, 2025
BUY
$46.77 - $47.89 $397,217 - $406,729
8,493 New
8,493 $402,000

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
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email