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

New Dimensions Wealth Management, LLC

  • $114 Billion
  • Q3 2025

A detailed history of New Dimensions Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 21,966 shares of DFNM stock, worth $1.06 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
21,966
Previous 17,877 22.87%
Holding current value
$1.06 Million
Previous $848 Million 24.3%
% of portfolio
0.92%
Previous 0.77%

Shares

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

Nov 04, 2025
BUY
$47.18 - $48.17 $192,919 - $196,967
4,089 Added 22.87%
21,966 $1.05 Billion
Q2 2025

Aug 06, 2025
SELL
$46.77 - $47.89 $13,235 - $13,552
-283 Reduced 1.56%
17,877 $848 Million
Q1 2025

May 15, 2025
BUY
$47.35 - $48.24 $859,876 - $876,038
18,160 New
18,160 $864 Million

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
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