Eldridge Investment Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Eldridge Investment Advisors, Inc.

$430 Million
Q4 2024

A detailed history of Eldridge Investment Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 14,156 shares of DFNM stock, worth $677,364. This represents 0.16% of its overall portfolio holdings.

Number of Shares

14,156

Previous 16,101 12.08%

Holding current value

$677,364

Previous $782,000 13.55%

% of portfolio

0.16%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$47.65 - $48.6 $92,679 - $94,527	-1,945 Reduced 12.08%	14,156 $676,000
Q3 2024 Nov 08, 2024	SELL	$47.7 - $48.54 $285,198 - $290,220	-5,979 Reduced 27.08%	16,101 $782,000
Q2 2024 Aug 01, 2024	SELL	$47.4 - $48.0 $191,543 - $193,968	-4,041 Reduced 15.47%	22,080 $1.06 Million
Q1 2024 May 10, 2024	SELL	$48.08 - $48.49 $33,367 - $33,652	-694 Reduced 2.59%	26,121 $1.26 Million
Q4 2023 Feb 06, 2024	SELL	$46.17 - $48.51 $371,529 - $390,359	-8,047 Reduced 23.08%	26,815 $1.3 Million
Q3 2023 Nov 06, 2023	SELL	$46.44 - $47.81 $273,670 - $281,744	-5,893 Reduced 14.46%	34,862 $1.62 Million
Q2 2023 Aug 03, 2023	SELL	$47.15 - $48.62 $145,222 - $149,749	-3,080 Reduced 7.03%	40,755 $1.94 Million
Q1 2023 May 12, 2023	SELL	$47.4 - $48.69 $37,398 - $38,416	-789 Reduced 1.77%	43,835 $2.12 Million
Q4 2022 Feb 03, 2023	BUY	$46.51 - $48.03 $350,313 - $361,761	7,532 Added 20.31%	44,624 $2.13 Million
Q3 2022 Nov 10, 2022	BUY	$46.65 - $48.89 $1.32 Million - $1.39 Million	28,332 Added 323.42%	37,092 $1.73 Million
Q2 2022 Aug 11, 2022	BUY	$47.55 - $48.44 $416,538 - $424,334	8,760 New	8,760 $421,000

Others Institutions Holding DFNM

# of Institutions

238

Shares Held

25M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Eldridge Investment Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History