DOPKINS WEALTH MANAGEMENT, LLC DFNM Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Dimensional National Municipal Bond ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 77,377.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $3.68 Mil. This investment constitutes 1.87% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.24% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2024Q3. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 3 purchases of DFNM, at an average price of $48.06, for a total of 77,377.00 shares. Based on historical transaction data and DFNM's current price of $47.44, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his DFNM holdings is $-47,736.77, reflecting a -1.28% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC DFNM ($47.44) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC DFNM ($47.44) 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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