Captrust Financial Advisors Dimensional ETF Tr Natl Mun Bd Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Captrust Financial Advisors holds 8,598 shares of DFNM stock, worth $406,083. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,598

Previous 9,022 4.7%

Holding current value

$406,083

Previous $431,000 5.1%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$47.35 - $48.24 $20,076 - $20,453	-424 Reduced 4.7%	8,598 $409,000
Q4 2024 Feb 14, 2025	SELL	$47.65 - $48.6 $71,427 - $72,851	-1,499 Reduced 14.25%	9,022 $431,000
Q3 2024 Nov 14, 2024	BUY	$47.7 - $48.54 $53,662 - $54,607	1,125 Added 11.97%	10,521 $510,000
Q2 2024 Aug 14, 2024	SELL	$47.4 - $48.0 $101,815 - $103,104	-2,148 Reduced 18.61%	9,396 $448,000
Q1 2024 May 15, 2024	SELL	$48.08 - $48.49 $10,385 - $10,473	-216 Reduced 1.84%	11,544 $555,000
Q4 2023 Feb 14, 2024	SELL	$46.17 - $48.51 $152,684 - $160,422	-3,307 Reduced 21.95%	11,760 $570,000
Q3 2023 Nov 14, 2023	BUY	$46.44 - $47.81 $6,919 - $7,123	149 Added 1.0%	15,067 $700,000
Q2 2023 Aug 14, 2023	BUY	$47.15 - $48.62 $703,383 - $725,313	14,918 New	14,918 $710,000

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
Sector ETFs
Industry ETFs

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Captrust Financial Advisors Dimensional ETF Tr Natl Mun Bd Transaction History