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 $1.35 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
28,034
Previous 19,404 44.48%
Holding current value
$1.35 Million
Previous $928,000 45.91%
% of portfolio
0.56%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$46.51 - $48.03 $44,417 - $45,868
955 Added 5.18%
19,404 $928,000
Q3 2022

Oct 13, 2022

BUY
$46.65 - $48.89 $337,792 - $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

About DIMENSIONAL ETF TR NATL MUN BD


  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Baldrige Asset Management LLC Portfolio

Follow Baldrige Asset Management 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 Baldrige Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldrige Asset Management LLC with notifications on news.