Claris Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Claris Advisors, LLC

  • $227 Million
  • Q4 2024

A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Claris Advisors, LLC holds 10,404 shares of DFNM stock, worth $501,680. This represents 0.22% of its overall portfolio holdings.

Number of Shares
10,404
Previous 4,864 113.9%
Holding current value
$501,680
Previous $236,000 110.59%
% of portfolio
0.22%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$47.65 - $48.6 $263,981 - $269,244
5,540 Added 113.9%
10,404 $497,000
Q3 2024

Oct 31, 2024
BUY
$47.7 - $48.54 $12,831 - $13,057
269 Added 5.85%
4,864 $236,000
Q2 2024

Aug 01, 2024
BUY
$47.4 - $48.0 $217,803 - $220,560
4,595 New
4,595 $219,000

Others Institutions Holding DFNM

# of Institutions
237
Shares Held
25M
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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