Brady Martz Wealth Solutions, LLC DFNM Holdings History
Brady Martz Wealth Solutions, LLC's Dimensional National Municipal Bond ETF Holding Summary
As of 2025-06-30, Brady Martz Wealth Solutions, LLC held 156,680.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $7.43 Mil. This investment constitutes 1.44% of their stock portfolio, and Brady Martz Wealth Solutions, LLC now holds 0.47% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2024Q4. And since then Brady Martz Wealth Solutions, LLC has made 2 purchases of DFNM, at an average price of $47.44, for a total of 156,680.00 shares. Based on historical transaction data and DFNM's current price of $47.19, Brady Martz Wealth Solutions, LLC's estimated gain on his DFNM holdings is $-39,299.86, reflecting a -0.53% gain to date.
Brady Martz Wealth Solutions, LLC DFNM ($47.19) Holding Chart
Brady Martz Wealth Solutions, LLC DFNM ($47.19) 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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