Cary Street Partners Investment Advisory LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Cary Street Partners Investment Advisory LLC

  • $173 Billion
  • Q1 2025

A detailed history of Cary Street Partners Investment Advisory LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 5,901 shares of DFNM stock, worth $279,294. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,901
Holding current value
$279,294
% of portfolio
0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$47.35 - $48.24 $279,412 - $284,664
5,901 New
5,901 $281 Million
Q3 2024

Oct 30, 2024
BUY
$47.7 - $48.54 $1.05 Million - $1.07 Million
22,095 Added 353.58%
28,344 $1.38 Million
Q2 2024

Jul 22, 2024
BUY
$47.4 - $48.0 $296,202 - $299,952
6,249 New
6,249 $298,000

Others Institutions Holding DFNM

# of Institutions
250
Shares Held
26.6M
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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