Diversified Portfolios, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Diversified Portfolios, Inc.

$778 Million
Q1 2025

A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 4,875 shares of DFNM stock, worth $231,416. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,875

Previous 5,073 3.9%

Holding current value

$231,416

Previous $242,000 4.55%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$47.35 - $48.24 $9,375 - $9,551	-198 Reduced 3.9%	4,875 $231,000
Q4 2024 Jan 29, 2025	SELL	$47.65 - $48.6 $29,543 - $30,132	-620 Reduced 10.89%	5,073 $242,000
Q3 2024 Nov 06, 2024	SELL	$47.7 - $48.54 $89,914 - $91,497	-1,885 Reduced 24.87%	5,693 $276,000
Q2 2024 Jul 22, 2024	SELL	$47.4 - $48.0 $18,201 - $18,432	-384 Reduced 4.82%	7,578 $362,000
Q4 2023 Jan 30, 2024	BUY	$46.17 - $48.51 $28,625 - $30,076	620 Added 8.44%	7,962 $386,000
Q3 2023 Nov 02, 2023	SELL	$46.44 - $47.81 $104,025 - $107,094	-2,240 Reduced 23.38%	7,342 $341,000
Q2 2023 Aug 09, 2023	BUY	$47.15 - $48.62 $9,807 - $10,112	208 Added 2.22%	9,582 $456,000
Q1 2023 May 02, 2023	BUY	$47.4 - $48.69 $6,399 - $6,573	135 Added 1.46%	9,374 $452,000
Q4 2022 Jan 24, 2023	SELL	$46.51 - $48.03 $1.98 Million - $2.05 Million	-42,614 Reduced 82.18%	9,239 $0
Q3 2022 Nov 07, 2022	SELL	$46.65 - $48.89 $1.62 Million - $1.7 Million	-34,801 Reduced 40.16%	51,853 $2.42 Million
Q2 2022 Aug 09, 2022	BUY	$47.55 - $48.44 $2.46 Million - $2.5 Million	51,711 Added 147.99%	86,654 $4.17 Million
Q1 2022 May 12, 2022	BUY	$48.37 - $50.36 $1.69 Million - $1.76 Million	34,943 New	34,943 $1.69 Million

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

26.6M

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 Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.

Account

Diversified Portfolios, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History