Asset Planning Corporation Dimensional ETF Tr Natl Mun Bd Transaction History

Asset Planning Corporation

$168 Million
Q1 2025

A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Asset Planning Corporation holds 272,813 shares of DFNM stock, worth $12.9 Million. This represents 7.7% of its overall portfolio holdings.

Number of Shares

272,813

Previous 254,957 7.0%

Holding current value

$12.9 Million

Previous $12.2 Million 6.53%

% of portfolio

7.7%

Previous 7.66%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$47.35 - $48.24 $845,481 - $861,373	17,856 Added 7.0%	272,813 $13 Million
Q4 2024 Jan 24, 2025	BUY	$47.65 - $48.6 $569,703 - $581,061	11,956 Added 4.92%	254,957 $12.2 Million
Q3 2024 Oct 21, 2024	SELL	$47.7 - $48.54 $21,369 - $21,745	-448 Reduced 0.18%	243,001 $11.8 Million
Q2 2024 Jul 31, 2024	SELL	$47.4 - $48.0 $341,848 - $346,176	-7,212 Reduced 2.88%	243,449 $11.6 Million
Q1 2024 Apr 29, 2024	BUY	$48.08 - $48.49 $169,914 - $171,363	3,534 Added 1.43%	250,661 $12.1 Million
Q4 2023 Jan 18, 2024	SELL	$46.17 - $48.51 $1.15 Million - $1.21 Million	-24,865 Reduced 9.14%	247,127 $12 Million
Q3 2023 Oct 16, 2023	SELL	$46.44 - $47.81 $91,951 - $94,663	-1,980 Reduced 0.72%	271,992 $12.6 Million
Q2 2023 Jul 12, 2023	SELL	$47.15 - $48.62 $1.78 Million - $1.83 Million	-37,685 Reduced 12.09%	273,972 $13 Million
Q1 2023 Apr 14, 2023	BUY	$47.4 - $48.69 $159,927 - $164,280	3,374 Added 1.09%	311,657 $15.1 Million
Q4 2022 Jan 27, 2023	BUY	$46.51 - $48.03 $14.3 Million - $14.8 Million	308,283 New	308,283 $0

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

26.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Asset Planning Corporation Dimensional ETF Tr Natl Mun Bd Transaction History