Wescott Financial Advisory Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Wescott Financial Advisory Group, LLC

  • $995 Million
  • Q3 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 79,150 shares of DFNM stock, worth $3.82 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
79,150
Previous 79,108 0.05%
Holding current value
$3.82 Million
Previous $3.75 Million 1.2%
% of portfolio
0.38%
Previous 0.4%

Shares

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

Nov 05, 2025
BUY
$47.18 - $48.17 $1,981 - $2,023
42 Added 0.05%
79,150 $3.8 Million
Q2 2025

Aug 11, 2025
SELL
$46.77 - $47.89 $27,734 - $28,398
-593 Reduced 0.74%
79,108 $3.75 Million
Q1 2025

May 14, 2025
SELL
$47.35 - $48.24 $494,191 - $503,480
-10,437 Reduced 11.58%
79,701 $3.79 Million
Q4 2024

Feb 12, 2025
SELL
$47.65 - $48.6 $26,969 - $27,507
-566 Reduced 0.62%
90,138 $4.31 Million
Q3 2024

Nov 12, 2024
BUY
$47.7 - $48.54 $1,908 - $1,941
40 Added 0.04%
90,704 $4.4 Million
Q2 2024

Aug 14, 2024
SELL
$47.4 - $48.0 $17,822 - $18,048
-376 Reduced 0.41%
90,664 $4.33 Million
Q1 2024

May 13, 2024
SELL
$48.08 - $48.49 $108,083 - $109,005
-2,248 Reduced 2.41%
91,040 $4.38 Million
Q4 2023

Feb 13, 2024
SELL
$46.17 - $48.51 $576,432 - $605,647
-12,485 Reduced 11.8%
93,288 $4.53 Million
Q3 2023

Nov 09, 2023
SELL
$46.44 - $47.81 $213,809 - $220,117
-4,604 Reduced 4.17%
105,773 $4.92 Million
Q2 2023

Aug 11, 2023
SELL
$47.15 - $48.62 $2.84 Million - $2.92 Million
-60,144 Reduced 35.27%
110,377 $5.26 Million
Q1 2023

May 10, 2023
SELL
$47.4 - $48.69 $874,293 - $898,087
-18,445 Reduced 9.76%
170,521 $8.24 Million
Q4 2022

Feb 06, 2023
BUY
$46.51 - $48.03 $8.79 Million - $9.08 Million
188,966 New
188,966 $9.03 Million

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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