Apella Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Apella Capital, LLC holds 552,649 shares of DFNM stock, worth $26.4 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

552,649

Previous 470,603 17.43%

Holding current value

$26.4 Million

Previous $22.8 Million 15.59%

% of portfolio

1.04%

Previous 0.95%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$47.65 - $48.6 $3.91 Million - $3.99 Million	82,046 Added 17.43%	552,649 $26.4 Million
Q3 2024 Oct 03, 2024	BUY	$47.7 - $48.54 $1.93 Million - $1.96 Million	40,446 Added 9.4%	470,603 $22.8 Million
Q2 2024 Jul 10, 2024	BUY	$47.4 - $48.0 $7.49 Million - $7.59 Million	158,030 Added 58.07%	430,157 $20.5 Million
Q1 2024 Apr 10, 2024	BUY	$48.08 - $48.49 $631,050 - $636,431	13,125 Added 5.07%	272,127 $13.1 Million
Q4 2023 Jan 05, 2024	BUY	$46.17 - $48.51 $3.35 Million - $3.52 Million	72,503 Added 38.88%	259,002 $12.6 Million
Q3 2023 Oct 10, 2023	BUY	$46.44 - $47.81 $139,459 - $143,573	3,003 Added 1.64%	186,499 $8.67 Million
Q2 2023 Jul 06, 2023	BUY	$47.15 - $48.62 $1.35 Million - $1.39 Million	28,566 Added 18.44%	183,496 $8.74 Million
Q4 2022 Jan 10, 2023	BUY	$46.51 - $48.03 $2.17 Million - $2.24 Million	46,570 Added 42.98%	154,930 $0
Q3 2022 Oct 11, 2022	BUY	$46.65 - $48.89 $1.52 Million - $1.6 Million	32,652 Added 43.13%	108,360 $5.06 Million
Q2 2022 Jul 08, 2022	BUY	$47.55 - $48.44 $3.6 Million - $3.67 Million	75,708 New	75,708 $3.64 Million

Others Institutions Holding DFNM

# of Institutions

204

Shares Held

22.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Apella Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History