Betterment LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Betterment LLC holds 11,700 shares of DFNM stock, worth $553,293. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,700

Previous 9,667 21.03%

Holding current value

$553,293

Previous $461,000 20.82%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$47.35 - $48.24 $96,262 - $98,071	2,033 Added 21.03%	11,700 $557,000
Q4 2024 Feb 14, 2025	BUY	$47.65 - $48.6 $30,114 - $30,715	632 Added 7.0%	9,667 $461,000
Q3 2024 Nov 14, 2024	SELL	$47.7 - $48.54 $16,456 - $16,746	-345 Reduced 3.68%	9,035 $438,000
Q2 2024 Aug 14, 2024	BUY	$47.4 - $48.0 $121,012 - $122,544	2,553 Added 37.4%	9,380 $448,000
Q1 2024 May 10, 2024	BUY	$48.08 - $48.49 $39,473 - $39,810	821 Added 13.67%	6,827 $328,000
Q4 2023 Feb 09, 2024	BUY	$46.17 - $48.51 $26,224 - $27,553	568 Added 10.45%	6,006 $291,000
Q3 2023 Nov 09, 2023	BUY	$46.44 - $47.81 $252,540 - $259,990	5,438 New	5,438 $252,000

Others Institutions Holding DFNM

# of Institutions

251

Shares Held

28.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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