Captrust Financial Advisors Dimensional ETF Tr Natl Mun Bd Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 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 10,521 shares of DFNM stock, worth $506,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,521
Previous 9,396 11.97%
Holding current value
$506,375
Previous $448,000 13.84%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
201
Shares Held
22.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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