Core Wealth Management, Inc. DFNM Holdings History
Core Wealth Management, Inc.'s Dimensional National Municipal Bond ETF Holding Summary
As of 2025-03-31, Core Wealth Management, Inc. held 117,759.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $5.60 Mil. This investment constitutes 2.15% of their stock portfolio, and Core Wealth Management, Inc. now holds 0.36% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Management, Inc. has made 5 purchases of DFNM, at an average price of $47.52, for a total of 148,032.00 shares. In addition, there have been 3 sales at an average price of $47.61 for 30,273.00 shares. Based on historical transaction data and DFNM's current price of $47.47, Core Wealth Management, Inc.'s estimated gain on his DFNM holdings is $-3,489.52, reflecting a -0.05% gain to date.
Core Wealth Management, Inc. DFNM ($47.47) Holding Chart
Core Wealth Management, Inc. DFNM ($47.47) 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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