JDH Wealth Management, LLC DFNM Holdings History
JDH Wealth Management, LLC's Dimensional National Municipal Bond ETF Holding Summary
As of 2025-03-31, JDH Wealth Management, LLC held 14,523.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $690,860.00. This investment constitutes 0.59% of their stock portfolio, and JDH Wealth Management, LLC now holds 0.04% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2024Q4. And since then JDH Wealth Management, LLC has made 1 purchases of DFNM, at an average price of $47.95, for a total of 14,523.00 shares. Based on historical transaction data and DFNM's current price of $47.39, JDH Wealth Management, LLC's estimated gain on his DFNM holdings is $-8,113.09, reflecting a -1.17% gain to date.
JDH Wealth Management, LLC DFNM ($47.39) Holding Chart
JDH Wealth Management, LLC DFNM ($47.39) 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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