Austin Wealth Management, LLC DFNM Holdings History
Austin Wealth Management, LLC's Dimensional National Municipal Bond ETF Holding Summary
As of 2025-03-31, Austin Wealth Management, LLC held 642,423.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $30.22 Mil. This investment constitutes 6.06% of their stock portfolio, and Austin Wealth Management, LLC now holds 1.99% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2023Q3. And since then Austin Wealth Management, LLC has made 6 purchases of DFNM, at an average price of $47.46, for a total of 642,423.00 shares. Based on historical transaction data and DFNM's current price of $47.28, Austin Wealth Management, LLC's estimated gain on his DFNM holdings is $-118,092.82, reflecting a -0.39% gain to date.
Austin Wealth Management, LLC DFNM ($47.28) Holding Chart
Austin Wealth Management, LLC DFNM ($47.28) 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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