A detailed history of Compass Financial Group, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Compass Financial Group, Inc. holds 189,890 shares of DFNM stock, worth $9.1 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
189,890
Previous 187,507 1.27%
Holding current value
$9.1 Million
Previous $8.96 Million 2.9%
% of portfolio
4.58%
Previous 4.59%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$47.7 - $48.54 $113,669 - $115,670
2,383 Added 1.27%
189,890 $9.22 Million
Q2 2024

Aug 02, 2024

SELL
$47.4 - $48.0 $27,302 - $27,648
-576 Reduced 0.31%
187,507 $8.96 Million
Q1 2024

May 02, 2024

SELL
$48.08 - $48.49 $42,454 - $42,816
-883 Reduced 0.47%
188,083 $9.04 Million
Q4 2023

Feb 02, 2024

BUY
$46.17 - $48.51 $810,052 - $851,107
17,545 Added 10.24%
188,966 $9.17 Million
Q3 2023

Nov 03, 2023

BUY
$46.44 - $47.81 $169,180 - $174,171
3,643 Added 2.17%
171,421 $7.97 Million
Q2 2023

Aug 02, 2023

SELL
$47.15 - $48.62 $101,985 - $105,165
-2,163 Reduced 1.27%
167,778 $7.99 Million
Q1 2023

May 03, 2023

SELL
$47.4 - $48.69 $91,861 - $94,361
-1,938 Reduced 1.13%
169,941 $8.21 Million
Q4 2022

Feb 10, 2023

BUY
$46.51 - $48.03 $7.99 Million - $8.26 Million
171,879 New
171,879 $8.22 Million

Others Institutions Holding DFNM

About DIMENSIONAL ETF TR NATL MUN BD


  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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