Disciplined Investments, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Disciplined Investments, LLC

$195 Million
Q3 2024

A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Disciplined Investments, LLC holds 15,333 shares of DFNM stock, worth $733,837. This represents 0.38% of its overall portfolio holdings.

Number of Shares

15,333

Previous 16,767 8.55%

Holding current value

$733,837

Previous $800,000 7.0%

% of portfolio

0.38%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$47.7 - $48.54 $68,401 - $69,606	-1,434 Reduced 8.55%	15,333 $744,000
Q3 2023 Nov 14, 2023	SELL	$46.44 - $47.81 $174,707 - $179,861	-3,762 Reduced 18.33%	16,767 $779,000
Q2 2023 Jul 10, 2023	BUY	$47.15 - $48.62 $203,216 - $209,552	4,310 Added 26.57%	20,529 $977,000
Q1 2023 May 10, 2023	BUY	$47.4 - $48.69 $119,969 - $123,234	2,531 Added 18.49%	16,219 $783,000
Q4 2022 Feb 01, 2023	BUY	$46.51 - $48.03 $521,842 - $538,896	11,220 Added 454.62%	13,688 $654,000
Q3 2022 Nov 03, 2022	BUY	$46.65 - $48.89 $86,769 - $90,935	1,860 Added 305.92%	2,468 $115,000
Q1 2022 Apr 22, 2022	BUY	$48.37 - $50.36 $29,408 - $30,618	608 New	608 $29,000

Others Institutions Holding DFNM

# of Institutions

187

Shares Held

21.3M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Disciplined Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Disciplined Investments, LLC with notifications on news.

Account

Disciplined Investments, LLC Dimensional ETF Tr Natl Mun Bd Transaction History