Vestia Personal Wealth Advisors Dimensional ETF Tr Natl Mun Bd Transaction History

Vestia Personal Wealth Advisors

$173 Billion
Q3 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 125,804 shares of DFNM stock, worth $6.07 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

125,804

Previous 115,657 8.77%

Holding current value

$6.07 Million

Previous $5.49 Billion 10.03%

% of portfolio

3.5%

Previous 3.76%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$47.18 - $48.17 $478,735 - $488,780	10,147 Added 8.77%	125,804 $6.04 Billion
Q2 2025 Jul 16, 2025	SELL	$46.77 - $47.89 $269,208 - $275,654	-5,756 Reduced 4.74%	115,657 $5.49 Billion
Q1 2025 Apr 30, 2025	BUY	$47.35 - $48.24 $256,731 - $261,557	5,422 Added 4.67%	121,413 $5.78 Billion
Q4 2024 Jan 27, 2025	BUY	$47.65 - $48.6 $2.56 Million - $2.61 Million	53,801 Added 86.51%	115,991 $5.54 Billion
Q3 2024 Nov 04, 2024	BUY	$47.7 - $48.54 $476,761 - $485,157	9,995 Added 19.15%	62,190 $3.02 Billion

Q2 2024 Aug 09, 2024	BUY	$47.4 - $48.0 $2.47 Million - $2.51 Million	52,195 New	52,195 $2.49 Billion

Others Institutions Holding DFNM

# of Institutions

262

Shares Held

29.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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Vestia Personal Wealth Advisors Dimensional ETF Tr Natl Mun Bd Transaction History