Creative Planning Dimensional ETF Tr Natl Mun Bd Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Creative Planning holds 10,986 shares of DFNM stock, worth $519,527. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,986

Previous 10,746 2.23%

Holding current value

$519,527

Previous $513,000 1.75%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$47.35 - $48.24 $11,364 - $11,577	240 Added 2.23%	10,986 $522,000
Q4 2024 Feb 14, 2025	BUY	$47.65 - $48.6 $243,015 - $247,860	5,100 Added 90.33%	10,746 $513,000
Q3 2024 Oct 11, 2024	BUY	$47.7 - $48.54 $3,339 - $3,397	70 Added 1.26%	5,646 $274,000
Q1 2024 May 10, 2024	BUY	$48.08 - $48.49 $27,213 - $27,445	566 Added 11.3%	5,576 $268,000
Q4 2023 Feb 14, 2024	BUY	$46.17 - $48.51 $231,311 - $243,035	5,010 New	5,010 $243,000
Q4 2022 Feb 10, 2023	BUY	$46.51 - $48.03 $214,271 - $221,274	4,607 New	4,607 $220,000

Others Institutions Holding DFNM

# of Institutions

251

Shares Held

28.1M

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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Creative Planning Dimensional ETF Tr Natl Mun Bd Transaction History