Creative Capital Management Investments LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Creative Capital Management Investments LLC

$222 Million
Q1 2025

A detailed history of Creative Capital Management Investments LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 4,946 shares of DFNM stock, worth $233,500. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,946

Previous 4,946 -0.0%

Holding current value

$233,500

Previous $236,000 0.42%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$47.65 - $48.6 $45,267 - $46,170	-950 Reduced 16.11%	4,946 $236,000
Q3 2024 Oct 28, 2024	BUY	$47.7 - $48.54 $155,788 - $158,531	3,266 Added 124.18%	5,896 $286,000
Q1 2024 Apr 23, 2024	BUY	$48.08 - $48.49 $37,887 - $38,210	788 Added 42.78%	2,630 $126,000
Q2 2023 Apr 22, 2024	BUY	$47.15 - $48.62 $17,775 - $18,329	377 Added 25.73%	1,842 $87,000
Q2 2023 Jul 25, 2023	BUY	$47.15 - $48.62 $17,775 - $18,329	377 Added 25.73%	1,842 $87,000
Q1 2023 Apr 22, 2024	SELL	$47.4 - $48.69 $17,869 - $18,356	-377 Reduced 20.47%	1,465 $70,000
Q4 2022 Jan 12, 2023	BUY	$46.51 - $48.03 $68,137 - $70,363	1,465 New	1,465 $70,000

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
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Creative Capital Management Investments LLC Dimensional ETF Tr Natl Mun Bd Transaction History