Baldrige Asset Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Baldrige Asset Management LLC

$244 Million
Q1 2023

A detailed history of Baldrige Asset Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Baldrige Asset Management LLC holds 28,034 shares of DFNM stock, worth $1.34 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

28,034

Previous 19,404 44.48%

Holding current value

$1.34 Million

Previous $928,000 45.91%

% of portfolio

0.56%

Previous 0.41%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 17, 2023	BUY	$47.4 - $48.69 $409,062 - $420,194	8,630 Added 44.48%	28,034 $1.35 Million
Q4 2022 Jan 13, 2023	BUY	$46.53 - $48.03 $44,436 - $45,868	955 Added 5.18%	19,404 $928,000
Q3 2022 Oct 13, 2022	BUY	$46.96 - $48.89 $340,037 - $354,012	7,241 Added 64.61%	18,449 $861,000
Q2 2022 Jul 12, 2022	BUY	$47.55 - $48.44 $427,569 - $435,572	8,992 Added 405.78%	11,208 $539,000
Q1 2022 Apr 26, 2022	BUY	$48.37 - $50.36 $107,187 - $111,597	2,216 New	2,216 $107,000

Others Institutions Holding DFNM

# of Institutions

173

Shares Held

20.3M

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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Baldrige Asset Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History