ASSET PLANNING CORPORATION DFNM Holdings History
ASSET PLANNING CORPORATION's Dimensional National Municipal Bond ETF Holding Summary
As of 2025-06-30, ASSET PLANNING CORPORATION held 217,686.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $10.32 Mil. This investment constitutes 5.49% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.65% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2022Q4. And since then ASSET PLANNING CORPORATION has made 5 purchases of DFNM, at an average price of $47.34, for a total of 345,003.00 shares. In addition, there have been 6 sales at an average price of $47.42 for 127,317.00 shares. Based on historical transaction data and DFNM's current price of $47.17, ASSET PLANNING CORPORATION's estimated gain on his DFNM holdings is $-27,581.36, reflecting a -0.17% gain to date.
ASSET PLANNING CORPORATION DFNM ($47.17) Holding Chart
ASSET PLANNING CORPORATION DFNM ($47.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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