Mattern Wealth Management LLC DFNM Holdings History
Mattern Wealth Management LLC's Dimensional National Municipal Bond ETF Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held 553,864.00 shares of Dimensional National Municipal Bond ETF(DFNM), totaling $26.27 Mil. This investment constitutes 5.47% of their stock portfolio, and Mattern Wealth Management LLC now holds 1.66% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2022Q1. And since then Mattern Wealth Management LLC has made 13 purchases of DFNM, at an average price of $47.61, for a total of 554,928.00 shares. In addition, there have been 1 sales at an average price of $47.77 for 1,064.00 shares. Based on historical transaction data and DFNM's current price of $47.28, Mattern Wealth Management LLC's estimated gain on his DFNM holdings is $-183,596.43, reflecting a -0.69% gain to date.
Mattern Wealth Management LLC DFNM ($47.28) Holding Chart
Mattern Wealth Management 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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