Graves Light Lenhart Wealth, Inc. DFNM Holdings History
Graves Light Lenhart Wealth, Inc.'s Dimensional National Municipal Bond ETF Holding Summary
As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 246,063.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $11.67 Mil. This investment constitutes 1.39% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0.75% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2022Q4. And since then Graves Light Lenhart Wealth, Inc. has made 9 purchases of DFNM, at an average price of $47.48, for a total of 511,213.00 shares. In addition, there have been 2 sales at an average price of $48.20 for 265,150.00 shares. Based on historical transaction data and DFNM's current price of $47.28, Graves Light Lenhart Wealth, Inc.'s estimated gain on his DFNM holdings is $140,342.04, reflecting a 0.58% gain to date.
Graves Light Lenhart Wealth, Inc. DFNM ($47.28) Holding Chart
Graves Light Lenhart Wealth, Inc. DFNM ($47.28) 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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