Advisor Group Holdings, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Advisor Group Holdings, Inc.

$42.1 Billion
Q1 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 131,175 shares of DFNM stock, worth $6.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

131,175

Previous 69,862 87.76%

Holding current value

$6.18 Million

Previous $3.34 Million 86.91%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$47.35 - $48.24 $2.9 Million - $2.96 Million	61,313 Added 87.76%	131,175 $6.24 Million
Q4 2024 Feb 07, 2025	BUY	$47.65 - $48.6 $581,854 - $593,454	12,211 Added 21.18%	69,862 $3.34 Million
Q3 2024 Nov 13, 2024	BUY	$47.7 - $48.54 $331,705 - $337,547	6,954 Added 13.72%	57,651 $2.8 Million
Q2 2024 Aug 13, 2024	BUY	$47.4 - $48.0 $1.9 Million - $1.93 Million	40,165 Added 381.36%	50,697 $2.42 Million
Q1 2024 May 10, 2024	SELL	$48.08 - $48.49 $388,053 - $391,362	-8,071 Reduced 43.39%	10,532 $506,000
Q4 2023 Feb 12, 2024	BUY	$46.17 - $48.51 $247,009 - $259,528	5,350 Added 40.37%	18,603 $902,000
Q3 2023 Nov 13, 2023	BUY	$46.44 - $47.81 $116,146 - $119,572	2,501 Added 23.26%	13,253 $615,000
Q2 2023 Aug 10, 2023	SELL	$47.15 - $48.62 $2.58 Million - $2.66 Million	-54,791 Reduced 83.6%	10,752 $512,000
Q1 2023 May 12, 2023	BUY	$47.4 - $48.69 $696,827 - $715,791	14,701 Added 28.92%	65,543 $3.17 Million
Q4 2022 Feb 10, 2023	BUY	$46.51 - $48.03 $1.65 Million - $1.7 Million	35,441 Added 230.12%	50,842 $2.43 Million
Q3 2022 Nov 14, 2022	BUY	$46.65 - $48.89 $362,050 - $379,435	7,761 Added 101.58%	15,401 $718,000
Q2 2022 Aug 10, 2022	BUY	$47.55 - $48.44 $275,314 - $280,467	5,790 Added 312.97%	7,640 $367,000
Q1 2022 May 04, 2022	BUY	$48.37 - $50.36 $89,484 - $93,166	1,850 New	1,850 $90,000

Others Institutions Holding DFNM

# of Institutions

250

Shares Held

26.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Advisor Group Holdings, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History