Aptus Capital Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Aptus Capital Advisors, LLC

  • $11.2 Billion
  • Q2 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 7,504 shares of DFNM stock, worth $356,214. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,504
Previous 6,819 10.05%
Holding current value
$356,214
Previous $324,000 9.57%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$46.77 - $47.89 $32,037 - $32,804
685 Added 10.05%
7,504 $355,000
Q1 2025

May 13, 2025
SELL
$47.35 - $48.24 $187,079 - $190,596
-3,951 Reduced 36.69%
6,819 $324,000
Q4 2024

Feb 14, 2025
SELL
$47.65 - $48.6 $552,120 - $563,128
-11,587 Reduced 51.83%
10,770 $514,000
Q3 2024

Nov 05, 2024
BUY
$47.7 - $48.54 $1.04 Million - $1.06 Million
21,755 Added 3613.79%
22,357 $1.09 Million
Q2 2024

Jul 31, 2024
BUY
$47.4 - $48.0 $28,534 - $28,896
602 New
602 $28,000

Others Institutions Holding DFNM

# of Institutions
249
Shares Held
26.7M
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
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email