Vested Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Vested Financial Planning, LLC

$123 Billion
Q3 2025

A detailed history of Vested Financial Planning, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Vested Financial Planning, LLC holds 193,524 shares of DFNM stock, worth $9.33 Million. This represents 7.53% of its overall portfolio holdings.

Number of Shares

193,524

Previous 185,768 4.18%

Holding current value

$9.33 Million

Previous $8.81 Billion 5.38%

% of portfolio

7.53%

Previous 7.84%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$47.18 - $48.17 $365,928 - $373,606	7,756 Added 4.18%	193,524 $9.29 Billion
Q2 2025 Jul 21, 2025	BUY	$46.77 - $47.89 $137,737 - $141,036	2,945 Added 1.61%	185,768 $8.81 Billion
Q1 2025 Apr 29, 2025	SELL	$47.35 - $48.24 $188,453 - $191,995	-3,980 Reduced 2.13%	182,823 $8.7 Billion
Q4 2024 Jan 28, 2025	BUY	$47.65 - $48.6 $8.9 Million - $9.08 Million	186,803 New	186,803 $8.92 Billion

Others Institutions Holding DFNM

# of Institutions

262

Shares Held

29.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Vested Financial Planning, LLC Dimensional ETF Tr Natl Mun Bd Transaction History