Sterling Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Sterling Wealth Management, Inc.

  • $330 Billion
  • Q3 2025

A detailed history of Sterling Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 15,637 shares of DFNM stock, worth $753,859. This represents 0.23% of its overall portfolio holdings.

Number of Shares
15,637
Previous 12,554 24.56%
Holding current value
$753,859
Previous $595 Million 26.0%
% of portfolio
0.23%
Previous 0.2%

Shares

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

Nov 17, 2025
BUY
$47.18 - $48.17 $145,455 - $148,508
3,083 Added 24.56%
15,637 $750 Million
Q2 2025

Aug 14, 2025
BUY
$46.77 - $47.89 $312,610 - $320,096
6,684 Added 113.87%
12,554 $595 Million
Q4 2024

Feb 14, 2025
BUY
$47.65 - $48.6 $667 - $680
14 Added 0.24%
5,870 $280 Million
Q3 2024

Nov 14, 2024
BUY
$47.7 - $48.54 $279,331 - $284,250
5,856 New
5,856 $284 Million

Others Institutions Holding DFNM

# of Institutions
262
Shares Held
29.7M
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 Sterling Wealth Management, Inc. Portfolio

Follow Sterling Wealth Management, Inc. 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 Sterling Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email