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

United Wealth Management, LLC

  • $367 Billion
  • Q3 2025

A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, United Wealth Management, LLC holds 124,493 shares of DFNM stock, worth $6 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
124,493
Previous 107,625 15.67%
Holding current value
$6 Million
Previous $5.1 Billion 17.01%
% of portfolio
1.63%
Previous 1.48%

Shares

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

Nov 12, 2025
BUY
$47.18 - $48.17 $795,832 - $812,531
16,868 Added 15.67%
124,493 $5.97 Billion
Q2 2025

Aug 13, 2025
BUY
$46.77 - $47.89 $369,997 - $378,857
7,911 Added 7.93%
107,625 $5.1 Billion
Q1 2025

May 01, 2025
BUY
$47.35 - $48.24 $163,026 - $166,090
3,443 Added 3.58%
99,714 $4.74 Billion
Q4 2024

Feb 10, 2025
BUY
$47.65 - $48.6 $4.59 Million - $4.68 Million
96,271 New
96,271 $4.6 Billion

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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