Number of Shares
172,600.00
Current Holdings Value*
$8.19 Mil
% of Portfolio
6.09%
Total Estimate Gain
$-154,231.45
% of Total Estimate Gain
-1.85%

David Wealth Management LLC's Dimensional National Municipal Bond ETF Holding Summary

As of 2025-06-30, David Wealth Management LLC held 172,600.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $8.19 Mil. This investment constitutes 6.09% of their stock portfolio, and David Wealth Management LLC now holds 0.52% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.

The initial trade took place in 2024Q4. And since then David Wealth Management LLC has made 1 purchases of DFNM, at an average price of $48.10, for a total of 173,079.00 shares. In addition, there have been 1 sales at an average price of $47.26 for 479.00 shares. Based on historical transaction data and DFNM's current price of $47.21, David Wealth Management LLC's estimated gain on his DFNM holdings is $-154,231.45, reflecting a -1.85% gain to date.

David Wealth Management LLC DFNM ($47.21) Holding Chart

David Wealth Management LLC DFNM ($47.21) 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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