MBL Wealth, LLC DFNM Holdings History

Number of Shares
693,911.00
Current Holdings Value*
$33.01 Mil
% of Portfolio
3.34%
Total Estimate Gain
$-233,483.48
% of Total Estimate Gain
-0.70%

MBL Wealth, LLC's Dimensional National Municipal Bond ETF Holding Summary

As of 2025-03-31, MBL Wealth, LLC held 693,911.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $33.01 Mil. This investment constitutes 3.34% of their stock portfolio, and MBL Wealth, LLC now holds 2.15% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.

The initial trade took place in 2022Q4. And since then MBL Wealth, LLC has made 7 purchases of DFNM, at an average price of $47.61, for a total of 701,556.00 shares. In addition, there have been 3 sales at an average price of $47.84 for 7,645.00 shares. Based on historical transaction data and DFNM's current price of $47.28, MBL Wealth, LLC's estimated gain on his DFNM holdings is $-233,483.48, reflecting a -0.70% gain to date.

MBL Wealth, LLC DFNM ($47.28) Holding Chart

MBL Wealth, LLC 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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