Beta Wealth Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Beta Wealth Group, Inc.

$199 Million
Q1 2025

A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 8,968 shares of DFNM stock, worth $425,172. This represents 0.21% of its overall portfolio holdings.

Number of Shares

8,968

Previous 9,589 6.48%

Holding current value

$425,172

Previous $458,000 6.99%

% of portfolio

0.21%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$47.35 - $48.24 $29,404 - $29,957	-621 Reduced 6.48%	8,968 $426,000
Q4 2024 Jan 31, 2025	BUY	$47.65 - $48.6 $23,491 - $23,959	493 Added 5.42%	9,589 $458,000
Q3 2024 Nov 01, 2024	BUY	$47.7 - $48.54 $8,729 - $8,882	183 Added 2.05%	9,096 $441,000
Q2 2024 Aug 12, 2024	BUY	$47.4 - $48.0 $19,149 - $19,392	404 Added 4.75%	8,913 $425,000
Q1 2024 May 14, 2024	BUY	$48.08 - $48.49 $45,435 - $45,823	945 Added 12.49%	8,509 $409,000
Q4 2023 Feb 09, 2024	SELL	$46.17 - $48.51 $10,111 - $10,623	-219 Reduced 2.81%	7,564 $366,000
Q3 2023 Nov 13, 2023	SELL	$46.44 - $47.81 $21,455 - $22,088	-462 Reduced 5.6%	7,783 $361,000
Q2 2023 Aug 11, 2023	BUY	$47.15 - $48.62 $2,357 - $2,431	50 Added 0.61%	8,245 $392,000
Q1 2023 May 09, 2023	BUY	$47.4 - $48.69 $388,443 - $399,014	8,195 New	8,195 $395,000

Others Institutions Holding DFNM

# of Institutions

248

Shares Held

27.9M

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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Beta Wealth Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History