Number of Shares
642,423.00
Current Holdings Value*
$30.22 Mil
% of Portfolio
6.06%
Total Estimate Gain
$-111,026.17
% of Total Estimate Gain
-0.36%

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 $47.29, Austin Wealth Management, LLC's estimated gain on his DFNM holdings is $-111,026.17, reflecting a -0.36% gain to date.

Austin Wealth Management, LLC DFNM ($47.29) Holding Chart

Austin Wealth Management, LLC DFNM ($47.29) 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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