Wheelhouse Advisory Group LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Wheelhouse Advisory Group LLC

$263 Billion
Q4 2025

A detailed history of Wheelhouse Advisory Group LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 226,824 shares of DFNM stock, worth $10.9 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares

226,824

Previous 154,996 46.34%

Holding current value

$10.9 Million

Previous $7.44 Billion 46.92%

% of portfolio

4.16%

Previous 3.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$47.98 - $48.33 $3.45 Million - $3.47 Million	71,828 Added 46.34%	226,824 $10.9 Billion
Q3 2025 Oct 28, 2025	BUY	$47.18 - $48.17 $1.7 Million - $1.73 Million	35,984 Added 30.24%	154,996 $7.44 Billion
Q2 2025 Jul 23, 2025	BUY	$46.77 - $47.89 $1.09 Million - $1.12 Million	23,373 Added 24.44%	119,012 $5.64 Billion
Q1 2025 Apr 29, 2025	BUY	$47.35 - $48.24 $2.58 Million - $2.63 Million	54,579 Added 132.92%	95,639 $4.55 Billion
Q4 2024 Jan 21, 2025	BUY	$47.65 - $48.6 $1.26 Million - $1.28 Million	26,429 Added 180.64%	41,060 $1.96 Billion

Q3 2024 Oct 29, 2024	BUY	$47.7 - $48.54 $697,898 - $710,188	14,631 New	14,631 $710 Million

Others Institutions Holding DFNM

# of Institutions

269

Shares Held

32.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
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Wheelhouse Advisory Group LLC Dimensional ETF Tr Natl Mun Bd Transaction History