Paul Damon & Associates, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Paul Damon & Associates, Inc.

$225 Billion
Q4 2025

A detailed history of Paul Damon & Associates, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 37,185 shares of DFNM stock, worth $1.79 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

37,185

Previous 33,943 9.55%

Holding current value

$1.79 Million

Previous $1.63 Billion 9.99%

% of portfolio

0.8%

Previous 0.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$47.98 - $48.33 $155,551 - $156,685	3,242 Added 9.55%	37,185 $1.79 Billion
Q3 2025 Oct 27, 2025	BUY	$47.18 - $48.17 $136,633 - $139,500	2,896 Added 9.33%	33,943 $1.63 Billion
Q2 2025 Jul 30, 2025	BUY	$46.77 - $47.89 $31,429 - $32,182	672 Added 2.21%	31,047 $1.47 Billion
Q1 2025 Apr 29, 2025	BUY	$47.35 - $48.24 $874,743 - $891,185	18,474 Added 155.23%	30,375 $1.44 Billion
Q4 2024 Jan 29, 2025	BUY	$47.65 - $48.6 $110,023 - $112,217	2,309 Added 24.07%	11,901 $569 Million

Q3 2024 Nov 12, 2024	BUY	$47.7 - $48.54 $97,069 - $98,778	2,035 Added 26.93%	9,592 $466 Million
Q2 2024 Jul 17, 2024	BUY	$47.4 - $48.0 $51,097 - $51,744	1,078 Added 16.64%	7,557 $361 Million
Q1 2024 Apr 22, 2024	BUY	$48.08 - $48.49 $311,510 - $314,166	6,479 New	6,479 $312 Million

Others Institutions Holding DFNM

# of Institutions

265

Shares Held

30.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Paul Damon & Associates, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History