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

Claris Advisors, LLC

  • $232 Million
  • Q1 2025

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 8,852 shares of DFNM stock, worth $418,965. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,852
Previous 10,404 14.92%
Holding current value
$418,965
Previous $497,000 15.29%
% of portfolio
0.18%
Previous 0.22%

Shares

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

Apr 17, 2025
SELL
$47.35 - $48.24 $73,487 - $74,868
-1,552 Reduced 14.92%
8,852 $421,000
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
242
Shares Held
25.6M
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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