Alpha Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Alpha Financial Advisors, LLC

  • $221 Billion
  • Q4 2024

A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 5,400 shares of DFNM stock, worth $257,958. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,400
Previous 4,200 28.57%
Holding current value
$257,958
Previous $204 Million 26.53%
% of portfolio
0.12%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$47.65 - $48.6 $57,180 - $58,320
1,200 Added 28.57%
5,400 $258 Million
Q4 2023

Feb 05, 2024
BUY
$46.17 - $48.51 $193,914 - $203,742
4,200 New
4,200 $204 Million
Q4 2022

Apr 18, 2023
BUY
$46.51 - $48.03 $195,342 - $201,726
4,200 New
4,200 $201 Million

Others Institutions Holding DFNM

# of Institutions
205
Shares Held
22.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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