Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 344,947 shares of DFNM stock, worth $16.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
344,947
Previous 353,484 2.42%
Holding current value
$16.6 Million
Previous $17 Million 1.95%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$47.98 - $48.33 $409,605 - $412,593
-8,537 Reduced 2.42%
344,947 $16.6 Million
Q3 2025

Oct 29, 2025
SELL
$47.18 - $48.17 $1.43 Million - $1.46 Million
-30,342 Reduced 7.91%
353,484 $17 Million
Q2 2025

Jul 10, 2025
SELL
$46.77 - $47.89 $1.7 Million - $1.74 Million
-36,288 Reduced 8.64%
383,826 $18.2 Million
Q1 2025

Apr 16, 2025
SELL
$47.35 - $48.24 $4.02 Million - $4.1 Million
-84,918 Reduced 16.81%
420,114 $20 Million
Q4 2024

Mar 17, 2025
BUY
$47.65 - $48.6 $765,926 - $781,196
16,074 Added 3.29%
505,032 $24.1 Million
Q3 2024

Oct 23, 2024
BUY
$47.7 - $48.54 $598,205 - $608,740
12,541 Added 2.63%
488,958 $23.7 Million
Q2 2024

Jul 16, 2024
BUY
$47.4 - $48.0 $184,243 - $186,576
3,887 Added 0.82%
476,417 $22.8 Million
Q1 2024

Apr 15, 2024
BUY
$48.08 - $48.49 $17.9 Million - $18 Million
372,239 Added 371.16%
472,530 $22.7 Million
Q4 2023

Jan 30, 2024
BUY
$46.17 - $48.51 $682,946 - $717,559
14,792 Added 17.3%
100,291 $4.87 Million
Q3 2023

Nov 13, 2023
BUY
$46.44 - $47.81 $3.97 Million - $4.09 Million
85,499 New
85,499 $3.97 Million

Others Institutions Holding DFNM

# of Institutions
264
Shares Held
30.4M
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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