Copperleaf Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Copperleaf Capital, LLC

  • $123 Million
  • Q4 2024

A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Copperleaf Capital, LLC holds 8,550 shares of DFNM stock, worth $409,801. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,550
Previous 7,528 13.58%
Holding current value
$409,801
Previous $365,000 11.78%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Jan 30, 2025
BUY
$47.65 - $48.6 $48,698 - $49,669
1,022 Added 13.58%
8,550 $408,000
Q3 2024

Nov 14, 2024
SELL
$47.7 - $48.54 $6,630 - $6,747
-139 Reduced 1.81%
7,528 $365,000
Q2 2024

Aug 13, 2024
BUY
$47.4 - $48.0 $18,343 - $18,576
387 Added 5.32%
7,667 $366,000
Q1 2024

May 14, 2024
SELL
$48.08 - $48.49 $18,078 - $18,232
-376 Reduced 4.91%
7,280 $350,000
Q3 2023

Nov 13, 2023
BUY
$46.44 - $47.81 $60,372 - $62,153
1,300 Added 20.45%
7,656 $355,000
Q1 2023

May 15, 2023
BUY
$47.4 - $48.69 $301,274 - $309,473
6,356 New
6,356 $307,000

Others Institutions Holding DFNM

# of Institutions
213
Shares Held
27.3M
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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