Dynamic Advisor Solutions LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 11,953 shares of DFNM stock, worth $563,583. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,953
Previous 11,942 0.09%
Holding current value
$563,583
Previous $570,000 0.35%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$47.35 - $48.24 $520 - $530
11 Added 0.09%
11,953 $568,000
Q4 2024

Jan 21, 2025
BUY
$47.65 - $48.6 $14,342 - $14,628
301 Added 2.59%
11,942 $570,000
Q3 2024

Oct 07, 2024
SELL
$47.7 - $48.54 $381 - $388
-8 Reduced 0.07%
11,641 $565,000
Q2 2024

Jul 15, 2024
BUY
$47.4 - $48.0 $900 - $912
19 Added 0.16%
11,649 $556,000
Q1 2024

Apr 12, 2024
BUY
$48.08 - $48.49 $673 - $678
14 Added 0.12%
11,630 $559,000
Q4 2023

Jan 10, 2024
BUY
$46.17 - $48.51 $57,712 - $60,637
1,250 Added 12.06%
11,616 $563,000
Q3 2023

Oct 10, 2023
BUY
$46.44 - $47.81 $371 - $382
8 Added 0.08%
10,366 $481,000
Q2 2023

Aug 03, 2023
BUY
$47.15 - $48.62 $49,648 - $51,196
1,053 Added 11.32%
10,358 $493,000
Q1 2023

Apr 10, 2023
BUY
$47.4 - $48.69 $568 - $584
12 Added 0.13%
9,305 $449,000
Q4 2022

Jan 12, 2023
BUY
$46.51 - $48.03 $76,555 - $79,057
1,646 Added 21.52%
9,293 $0
Q3 2022

Oct 20, 2022
BUY
$46.65 - $48.89 $48,795 - $51,138
1,046 Added 15.85%
7,647 $357,000
Q2 2022

Jul 27, 2022
BUY
$47.55 - $48.44 $313,877 - $319,752
6,601 New
6,601 $317,000

Others Institutions Holding DFNM

# of Institutions
250
Shares Held
26.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email