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

Copperleaf Capital, LLC

$123 Million
Q1 2025

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 8,462 shares of DFNM stock, worth $399,491. This represents 0.33% of its overall portfolio holdings.

Number of Shares

8,462

Previous 8,550 1.03%

Holding current value

$399,491

Previous $408,000 1.47%

% of portfolio

0.33%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$47.35 - $48.24 $4,166 - $4,245	-88 Reduced 1.03%	8,462 $402,000
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

250

Shares Held

26.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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