Allworth Financial LP Dimensional ETF Tr Natl Mun Bd Transaction History

Allworth Financial LP

$17.4 Billion
Q1 2025

A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Allworth Financial LP holds 73,211 shares of DFNM stock, worth $3.45 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

73,211

Previous 87,999 16.8%

Holding current value

$3.45 Million

Previous $4.2 Million 17.17%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$47.35 - $48.24 $700,211 - $713,373	-14,788 Reduced 16.8%	73,211 $3.48 Million
Q4 2024 Jan 30, 2025	SELL	$47.65 - $48.6 $344,843 - $351,718	-7,237 Reduced 7.6%	87,999 $4.2 Million
Q3 2024 Oct 23, 2024	SELL	$47.7 - $48.54 $50,657 - $51,549	-1,062 Reduced 1.1%	95,236 $4.62 Million
Q2 2024 Jul 23, 2024	BUY	$47.4 - $48.0 $1.21 Million - $1.22 Million	25,508 Added 36.03%	96,298 $4.6 Million
Q1 2024 Apr 25, 2024	SELL	$48.08 - $48.49 $109,237 - $110,169	-2,272 Reduced 3.11%	70,790 $3.4 Million
Q4 2023 Jan 24, 2024	BUY	$46.17 - $48.51 $2.95 Million - $3.1 Million	63,980 Added 704.47%	73,062 $3.54 Million
Q3 2023 Oct 31, 2023	SELL	$46.44 - $47.81 $325,497 - $335,100	-7,009 Reduced 43.56%	9,082 $422,000
Q2 2023 Jul 18, 2023	SELL	$47.15 - $48.62 $487,059 - $502,244	-10,330 Reduced 39.1%	16,091 $766,000
Q1 2023 Apr 18, 2023	SELL	$47.4 - $48.69 $234,203 - $240,577	-4,941 Reduced 15.75%	26,421 $1.28 Million
Q4 2022 Jan 13, 2023	BUY	$46.51 - $48.03 $1.46 Million - $1.51 Million	31,362 New	31,362 $0
Q2 2022 Jul 13, 2022	BUY	$47.55 - $48.44 $40,274 - $41,028	847 New	847 $41,000

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
Sector ETFs
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Allworth Financial LP Dimensional ETF Tr Natl Mun Bd Transaction History