Captrust Financial Advisors Dimensional ETF Tr Natl Mun Bd Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

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 9,022 shares of DFNM stock, worth $424,124. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,022

Previous 10,521 14.25%

Holding current value

$424,124

Previous $510,000 15.49%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

240

Shares Held

25M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Dimensional ETF Tr Natl Mun Bd Transaction History