David Wealth Management LLC DFNM Holdings History
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 $47.16, David Wealth Management LLC's estimated gain on his DFNM holdings is $-162,861.45, reflecting a -1.96% gain to date.
David Wealth Management LLC DFNM ($47.16) Holding Chart
David Wealth Management LLC DFNM ($47.16) 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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