American Investment Services, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

American Investment Services, Inc.

$372 Million
Q2 2025

A detailed history of American Investment Services, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, American Investment Services, Inc. holds 65,088 shares of DFNM stock, worth $3.13 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

65,088

Previous 89,542 27.31%

Holding current value

$3.13 Million

Previous $4.26 Million 27.52%

% of portfolio

0.83%

Previous 0.78%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$46.77 - $47.89 $1.14 Million - $1.17 Million	-24,454 Reduced 27.31%	65,088 $3.09 Million
Q1 2025 May 13, 2025	SELL	$47.35 - $48.24 $143,565 - $146,263	-3,032 Reduced 3.28%	89,542 $4.26 Million
Q4 2024 Mar 03, 2025	BUY	$47.65 - $48.6 $67,758 - $69,109	1,422 Added 1.56%	92,574 $4.42 Million
Q3 2024 Nov 14, 2024	SELL	$47.7 - $48.54 $215,365 - $219,158	-4,515 Reduced 4.72%	91,152 $4.42 Million
Q2 2024 Aug 14, 2024	BUY	$47.4 - $48.0 $672,795 - $681,312	14,194 Added 17.42%	95,667 $4.57 Million
Q1 2024 May 13, 2024	BUY	$48.08 - $48.49 $303,096 - $305,680	6,304 Added 8.39%	81,473 $3.92 Million
Q4 2023 Feb 12, 2024	BUY	$46.17 - $48.51 $470,102 - $493,928	10,182 Added 15.67%	75,169 $3.65 Million
Q3 2023 Nov 09, 2023	BUY	$46.44 - $47.81 $5,758 - $5,928	124 Added 0.19%	64,987 $3.02 Million
Q2 2023 Aug 07, 2023	BUY	$47.15 - $48.62 $131,029 - $135,114	2,779 Added 4.48%	64,863 $3.09 Million
Q4 2022 Feb 03, 2023	BUY	$46.51 - $48.03 $2.31 Million - $2.39 Million	49,739 Added 402.91%	62,084 $2.97 Million
Q3 2022 Nov 09, 2022	BUY	$46.65 - $48.89 $118,724 - $124,425	2,545 Added 25.97%	12,345 $576,000
Q2 2022 Aug 02, 2022	BUY	$47.55 - $48.44 $465,990 - $474,712	9,800 New	9,800 $471,000

Others Institutions Holding DFNM

# of Institutions

249

Shares Held

27.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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American Investment Services, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History